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: Tim Martens, CFP®
121 Wolf Run, Mukwonago, WI
53149, United States
Hours
Reviews
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- KBKatie BoertmanApr 6, 20195.0Tim has been absolutely fabulous in helping us get our financials organized! He's patient and accommodating while not being pushy in any way , has a very simple way of explaining to people who are not familiar with all the crazy investment terms, and goes above and beyond to help with the little things to make it easier for us! We absolutely recommend him and his office.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tim Martens, CFP®
What financial services does Edward Jones - Financial Advisor: Tim Martens, CFP® offer?
Edward Jones provides personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Tim Martens, CFP® located?
The office is located at 121 Wolf Run, #4, Mukwonago, WI 53149, USA.
What are the office hours for Edward Jones - Financial Advisor: Tim Martens, CFP®?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I schedule an appointment with Edward Jones - Financial Advisor: Tim Martens?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/tim-martens/contact/ or by calling their local phone number +1 262-363-3134.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for both Android and iOS devices. You can download them from the Google Play Store and Apple App Store respectively.
What languages are supported at Edward Jones - Financial Advisor: Tim Martens?
Services are provided in English.
How can I contact Tim Martens via email?
You can reach Tim Martens by email at tim.martens@edwardjones.com.
Are there insurance agencies near Edward Jones - Financial Advisor: Tim Martens?
Yes, there are nearby insurance agencies including Nationwide Mutual Insurance Company and Rick Debe Insurance Agency which could be helpful if you need insurance services in the area.
What healthcare-related services are close to Edward Jones in Mukwonago?
Nearby healthcare providers include James L. Bialk, DDS (dentist), Athletico Physical Therapy, and Orthopaedic Associates of Wisconsin - Mukwonago, ideal for anyone needing dental or physical therapy services before or after their visit.
Are there any financial institutions or services near Edward Jones - Financial Advisor: Tim Martens?
Yes, Westbury Bank and Westbury Wealth Management are nearby financial services that clients might find useful for additional banking or wealth management needs.