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: Shane Zillmer, CFP®|ChFC®
675 Deerwood Ave, Neenah, WI
54956, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Shane Zillmer, CFP®|ChFC®
What types of financial services does Edward Jones - Financial Advisor: Shane Zillmer offer?
The office offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Shane Zillmer located?
The office is located at 675 Deerwood Ave, Suite A, Neenah, WI 54956, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Shane Zillmer?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM and Friday from 8:30 AM to 12:00 PM; it is closed on weekends.
Can I schedule an appointment with Shane Zillmer outside of regular business hours?
Yes, appointments are available by appointment only on Mondays through Fridays beyond regular hours.
How can I contact Edward Jones - Financial Advisor: Shane Zillmer?
You can contact the office by phone at +1 920-729-1150 or email at shane.zillmer@edwardjones.com.
Does Edward Jones - Financial Advisor: Shane Zillmer have an online presence?
Yes, you can visit their website or their LinkedIn profile and Facebook page for more information.
Is there a tool available to help me plan for retirement with Edward Jones?
Yes, Edward Jones provides a Retirement Savings Calculator on their website to help you prepare for your future.
What financial service competitors are near Edward Jones - Financial Advisor: Shane Zillmer?
Nearby financial service competitors include Financial Advisor - Ken Gellerstedt and Synergy Advisory Group, offering additional options for financial advising in the area.
What nearby medical services are close to Edward Jones at 675 Deerwood Ave?
Nearby medical services include Ascension Medical Group Wisconsin - Deerwood Avenue, Fishel Thomas J DDS Sc, and ThedaCare, which can be helpful if you need healthcare during visits to Edward Jones.
Are there nearby banks or credit unions near Edward Jones that I can visit?
Yes, CoVantage Credit Union and CentralAlliance Credit Union are nearby and offer banking and mortgage services, useful for comprehensive financial planning.