Edward Jones - Financial Advisor: Brenda J Merschdorf, CFP®|AAMS®
5.04 reviews
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: Brenda J Merschdorf, CFP®|AAMS®
3333 S Sunnyslope Rd, New Berlin, WI
53151, United States
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- MDMichael DufekDec 9, 20195.0I have alway been treared extremely well from the entire staff at Edward Jones. Very professional and completely detailed orientated to details
- MSMark ShultzMay 13, 20195.0We have been a client of Brenda for almost 20 years. She helped us to understand the “ins & outs” of investing. With her assistance, we’ve been able to retire early & plan how to “finance” our way through those years. She also helped my parents with their financial future. We have learned to trust her & her abilities.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brenda J Merschdorf, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor Brenda J Merschdorf offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I contact Edward Jones - Financial Advisor Brenda J Merschdorf for a consultation?
You can contact Brenda J Merschdorf at Edward Jones by calling +1 262-784-3673 or emailing brenda.merschdorf@edwardjones.com.
Where is Edward Jones - Financial Advisor Brenda J Merschdorf located?
The office is located at 3333 S Sunnyslope Rd, Ste 105, New Berlin, WI 53151, USA.
Does Edward Jones have an app I can use for managing my investments?
Yes, Edward Jones offers mobile apps available for download on Android and iOS devices to help manage your investments conveniently.
Is Edward Jones - Financial Advisor Brenda J Merschdorf currently open for business?
Yes, the office is currently open and accepting clients.
How can I schedule an appointment with Edward Jones - Financial Advisor Brenda J Merschdorf?
Appointments can be scheduled through Edward Jones' contact page for Brenda Merschdorf at https://www.edwardjones.com/us-en/financial-advisor/brenda-merschdorf/contact/
Are there any health-related services near Edward Jones - Financial Advisor Brenda J Merschdorf's office?
Yes, several health-related services are nearby, including HealthSource Chiropractic of New Berlin, Beltone Hearing Care Center, and Willow Dental, which might be convenient for clients managing overall wellness before or after financial consultations.
What fitness or recreational options are near Edward Jones - Financial Advisor Brenda J Merschdorf?
VASA Fitness gym is located nearby, offering clients a place to enjoy sports and fitness activities, which can complement a healthy and balanced lifestyle along with financial well-being.
Are there any convenient places for groceries or fuel near Edward Jones in New Berlin?
Yes, Pick 'n Save grocery store and BP gas station are close to Edward Jones, making it convenient for clients to run errands before or after visiting the financial advisor's office.
What competitors does Edward Jones - Financial Advisor Brenda J Merschdorf track in the financial advisory market?
Edward Jones monitors competitors like Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab to continuously improve its services.