Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Matthew E Taken
3333 S Sunnyslope Rd, New Berlin, WI
53151, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew E Taken
What services does Edward Jones - Financial Advisor: Matthew E Taken offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Matthew E Taken located?
The office is located at 3333 S Sunnyslope Rd, Ste 105, New Berlin, WI 53151, US.
How can I schedule an appointment with Matthew E Taken at Edward Jones?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-taken/contact/.
What are some of the financial specialties of Edward Jones - Financial Advisor: Matthew E Taken?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Which languages are spoken at Edward Jones - Financial Advisor: Matthew E Taken?
The primary language spoken is English.
How can I contact Edward Jones - Financial Advisor: Matthew E Taken?
You can call them at +1 262-784-3673 or email matthew.taken@edwardjones.com.
What nearby health services are close to Edward Jones in New Berlin?
Nearby health services include HealthSource Chiropractic of New Berlin, Beltone Hearing Care Center, Stafford Chiropractic, and Third Coast Foot and Ankle.
Are there any fitness or recreational facilities near Edward Jones - Financial Advisor: Matthew E Taken?
Yes, VASA Fitness is nearby, offering gym and sports fitness instruction services.
What local amenities are near Edward Jones that clients might visit?
Clients can visit nearby amenities such as Pick 'n Save grocery store, bp gas station, and MyEyeDr. optometry clinic before or after their appointment.
Where can I find more information about IRAs through Edward Jones?
Learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras