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: Scott A O'Brien, CFP®
250 N 18th Ave, Monroe, WI
53566, United States
Hours
Reviews
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2 reviews
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- AGAdam GrunderJul 6, 20235.0Scott is great to work with.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott A O'Brien, CFP®
What services does Edward Jones - Financial Advisor: Scott A O'Brien, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual financial goals.
Where is Edward Jones - Financial Advisor: Scott A O'Brien, CFP® located?
The office is located at 250 N 18th Ave, Suite 103, Monroe, WI 53566, United States.
What are the office hours for Edward Jones - Financial Advisor: Scott A O'Brien, CFP®?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 3:00 PM, and by appointment only on Saturdays. It is closed on Sundays.
How can I contact Scott A O'Brien, CFP® at Edward Jones?
You can contact Scott by phone at +1 608-328-1995 or via email at scott.obrien@edwardjones.com.
Is there an online way to book an appointment with Edward Jones - Financial Advisor: Scott A O'Brien?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-obrien/contact/.
What languages are supported at Edward Jones - Financial Advisor: Scott A O'Brien?
The primary language used for consultations and services is English.
Are there any nearby dining options near Edward Jones office in Monroe, WI?
Yes, nearby dining options include Cousins Subs for sandwiches and Krispy Krunchy Chicken for chicken meals, both convenient for a quick lunch or snack before or after your appointment.
What financial institutions are near Edward Jones in Monroe?
Sugar River Bank is located nearby, providing additional banking services that can complement your investment and financial planning needs.
Are there any nearby auto services or dealerships near Edward Jones in Monroe?
Yes, nearby auto-related services include Gerber Collision & Glass for auto body and windshield services, Alphorn Ford Lincoln as a car dealer, and Gates Auto Body Alphorn for automotive repair.
What is a nearby recreational or relaxation spot near Edward Jones office?
Schluesche Fields S.C. is a nearby attraction that offers recreational activities and is close enough to visit before or after your meeting at Edward Jones.