Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lisa Berger
760 East Main St, Mondovi, WI
54755, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Berger
What services does Edward Jones - Financial Advisor: Lisa Berger offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the business hours for Edward Jones - Financial Advisor: Lisa Berger?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on weekends.
How can I contact Lisa Berger at Edward Jones?
You can call +17159265218 or email lisa.berger@edwardjones.com for inquiries or appointments.
Can I book a consultation with Lisa Berger online?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-berger/contact/.
Does Edward Jones - Financial Advisor: Lisa Berger have a mobile app for Android and iOS?
Yes, the Android app is available at the Google Play Store and the iOS app at the Apple App Store for convenient access.
What languages are spoken at this Edward Jones location?
Services are offered in English.
Where is Edward Jones - Financial Advisor: Lisa Berger located?
The office is located at 760 East Main St, Mondovi, WI 54755, USA.
What nearby dining options are available around Edward Jones - Financial Advisor?
Nearby restaurants include Mondovi Inn Lounge and Restaurant, Hot Stuff Pizza, McT's Restaurant, and Tastee Freez for ice cream.
Are there accommodation options near Edward Jones?
Yes, you can find lodging at Rybicki Mondovi Inn and SunRise Inn Hotel nearby.
What other services are near Edward Jones that might be useful to customers?
Nearby services include Mayo Clinic Health System - Oakridge for medical needs, Consumers Cooperative for convenience shopping and gas, and Lori Seipel, Realtor for real estate services.