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: Katie A Orvis, AAMS®
S72 W16484 Janesville Rd, Muskego, WI
53150, United States
Hours
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- CCCheryl ChristiansonDec 16, 20225.0Katie is a wonderful and caring advisor and so pleased with the guidance she has offered me upon my retirement just over a year ago.
- BLBonnie LukasJan 28, 20225.0Katie is a TRUE caring friend she takes care of the whole you thru and thru. THE GREATEST FINANCIAL ADVISOR!!!!!!
- SKS KJan 31, 20205.0Great place for financial help and investing your hard earned money.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie A Orvis, AAMS®
What services does Edward Jones - Financial Advisor Katie A Orvis offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor Katie A Orvis located?
The office is located at S72 W16484 Janesville Rd, Muskego, WI 53150, United States.
What are the regular business hours for Edward Jones - Financial Advisor Katie A Orvis?
They are open Monday to Thursday from 9 AM to 5 PM, Friday from 9 AM to 4 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor Katie A Orvis by phone or email?
You can call them at +1 414-422-4790 or email katie.orvis@edwardjones.com.
Is it possible to schedule an appointment online with Katie A Orvis at Edward Jones?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/katie-orvis/contact/.
What languages are spoken at Edward Jones - Financial Advisor Katie A Orvis' office?
The primary language spoken is English.
Can I access Edward Jones services through mobile apps?
Yes, Edward Jones has apps available on both Android and iOS platforms for convenient mobile access.
Are there other financial or insurance services near Edward Jones - Financial Advisor Katie A Orvis?
Nearby services include American Family Insurance - Margaret Moll, Muskego Insurance Service, and Nationwide Mutual Insurance Company for insurance needs, and another Edward Jones financial advisor, Matt Ellis.
What nearby health and wellness services are available near Edward Jones in Muskego?
Nearby you can find Erase medical spa, FreeBird Permanent Makeup and Skincare, and Sofia Nails, Spa and Lashes if you want to visit a spa or beauty service before or after your appointment.
Are there community or recreational places near Edward Jones that I could explore?
Yes, nearby places include Muskego Chamber of Commerce, Women’s Business Connections of Muskego, RISE Martial Arts and Fitness gym, and The Garden House - Muskego concert venue to explore local culture and activities.