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: Steven L Halverson
5690 Monona Dr, Monona, WI
53716, United States
Reviews
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- NHNataraj HauserFeb 20, 20235.0We have been trusting Steve Halverson of Edward Jones to manage our investment portfolio since it's humble beginnings in May, 1991. At that time, Steve was happy to work with our miniscule initial investment, and he helped guide our long-term strategy. He listens to our sensibilities and risk acceptance, and makes recommendations accordingly to keep our portfolio diversified. With Steve's help, we have arrived at our retirement goal (plus some). Highly recommended.
- JMJeff MachutFeb 28, 20205.0High level of integrity and tremendous knowledge.
- TGtimothy gallApr 27, 20195.0Steve is a genuine personal individual and an optimist addatud. The market is what it is.for the last 10 year's I'm glad to Steve in my corner
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven L Halverson
What services does Edward Jones - Financial Advisor: Steven L Halverson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Steven L Halverson located?
The office is located at 5690 Monona Dr, Monona, WI 53716, United States.
What are the business hours for the Edward Jones office?
The office is open by appointment only on Fridays, with other hours available by scheduling.
How can I contact Edward Jones - Financial Advisor: Steven L Halverson?
You can contact them by phone at +1 608-222-1600 or email at steven.halverson@edwardjones.com.
Is there an app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for managing your investments.
How can I schedule an appointment with Steven L Halverson?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/steven-halverson/contact/
What languages are supported at this Edward Jones location?
Services are provided in English at this location.
Are there other financial services nearby Edward Jones on Monona Dr?
Nearby financial services include Goff Wealth Management, Lake Ridge Bank, and Monona Bank, which can complement your financial planning and banking needs.
What dining options are available near the Edward Jones office?
Nearby dining options include Salvatore's Tomato Pies, The Sauce Bar, Taste of China, and Pizza Oven where you can enjoy Italian, pizza, Chinese, and other American cuisines before or after your visit.
Are there any convenient services or shops near Edward Jones that I might visit?
Yes, nearby are automotive services like Schwenn's Service and Handel Automotive, beauty salons such as RaeLynn's Hair Studio and The Magic Mirror Salon, and convenience stores like Speedway.