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: Lydia Steinmann
1007 16th Ave, Monroe, WI
53566, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Lydia Steinmann
What types of investment services does Edward Jones - Financial Advisor: Lydia Steinmann offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule a consultation with Lydia Steinmann at Edward Jones?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/lydia-steinmann/contact/.
Where is Edward Jones - Financial Advisor: Lydia Steinmann located?
Edward Jones is located at 1007 16th Ave, Monroe, WI 53566, United States.
What is the best way to contact Edward Jones - Financial Advisor: Lydia Steinmann?
You can contact Lydia Steinmann by phone at +1 608-325-1463 or email at lydia.steinmann@edwardjones.com.
Which languages are spoken at Edward Jones - Financial Advisor: Lydia Steinmann?
The services are offered in English.
Are there any mobile apps available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for both Android and iOS devices through the Google Play Store and Apple App Store respectively.
What nearby shopping options can I visit before or after meeting at Edward Jones?
Nearby shopping includes Monroe Antiques Mall for antiques and gifts, Burington Shoes for footwear and clothing, and Vintage Emporium Monroe for vintage and consignment clothing.
Are there any restaurants close to Edward Jones where I can eat after my appointment?
Yes, nearby dining options include New Chopsticks (Chinese cuisine), Chopsticks (Asian fusion), and Baumgartner's Cheese Store and Tavern.
What community or public service locations are near Edward Jones in Monroe?
Nearby community and public service locations include the Green County Development Corporation, Downtown-Monroe community center, Monroe Public Library, and Literacy Council of Green County.
How can I use nearby places for convenience when visiting Edward Jones for financial services?
If you're visiting Edward Jones, you might also want to explore local points of interest such as the Monroe Antiques Mall, grab a meal at nearby restaurants like New Chopsticks, or visit the Monroe Public Library, making your visit efficient and enjoyable.