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: Cody Page, CFP®
1015 18th Ave, Monroe, WI
53566, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Cody Page, CFP®
What personalized financial services does Edward Jones - Financial Advisor: Cody Page offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
How can I contact Cody Page, the financial advisor at Edward Jones in Monroe, WI?
You can reach Cody Page via the main phone at +1 608-560-5524 or email at cody.page@edwardjones.com.
Where is Edward Jones - Financial Advisor: Cody Page's office located?
The office is located at 1015 18th Ave, Ste 111, Monroe, WI 53566, United States.
Is it possible to schedule an appointment with Cody Page online?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/cody-page/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Cody Page?
English is spoken at this office to assist clients.
Are there any apps available for managing my Edward Jones investments?
Yes, Edward Jones offers mobile apps available on Android via the Google Play Store and iOS via the Apple App Store for convenient access to your investments.
What nearby dining options are close to the Edward Jones office in Monroe?
Nearby you can find several dining options including Buggyworks Restaurant and Pub, Pancho & Lefty's barbecue restaurant, Little Maya 2 for seafood and American cuisine, and Sunrise Donut Café for coffee and treats.
Are there other financial or insurance services near Edward Jones?
Yes, close to the office are other Edward Jones advisors like Craig R Hoesly and Dylan J Hudson, as well as Rural Mutual Insurance providing additional financial and insurance services.
What nearby recreational or wellness facilities can I visit when in the area?
If you're visiting the area, you can check out South Central Wisconsin Archers for sports activities and Vitality Wellness for chiropractic and holistic health services.
Does Edward Jones provide online resources to help me prepare for retirement?
Yes, they offer an online Retirement Savings Calculator to help you assess readiness, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.