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: Phillip A Kubichka, CFP®
1836 Wisconsin Ave, New Holstein, WI
53061, United States
Hours
Reviews
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- EWErica WieseDec 12, 20235.0My husband and I have worked with Phil for years and he has a great job of educating us so we can have our money grow. Phil is interested in getting to know you and adjusts his plan as your family and career goals change. His financial knowledge is so helpful!
- JRJeff RuffingMay 24, 20235.0They were extremely helpful and professional when I needed them. I recommend them.
Frequently Asked Questions About Edward Jones - Financial Advisor: Phillip A Kubichka, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Phillip A Kubichka, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Phillip A Kubichka, CFP® located?
The office is located at 1836 Wisconsin Ave, New Holstein, WI 53061, United States.
What are the office hours for Edward Jones - Financial Advisor: Phillip A Kubichka, 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 contact Phillip A Kubichka via email?
You can reach Phillip A Kubichka at phillip.kubichka@edwardjones.com.
Is it possible to schedule an appointment with Phillip A Kubichka online?
Yes, appointments can be scheduled through the contact page at https://www.edwardjones.com/us-en/financial-advisor/phillip-kubichka/contact/.
What types of financial products and services are available?
Services include stocks and bonds, investment management, and financial advising.
Can I use a mobile app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for managing your investments.
Are there any banks near Edward Jones - Financial Advisor: Phillip A Kubichka, CFP®?
Yes, BMO Harris Bank and Premier Financial Credit Union are nearby banks offering financial services and ATMs.
What dining options are available near the Edward Jones office?
Nearby dining options include Snack Crackers, Village Inn Pizza Restaurant, Kings Korner, and Belly Up Bar and Grill, offering a variety of restaurants and bars.
Are there any cultural or historical attractions close to the Edward Jones office in New Holstein?
Yes, the Herman C. Timm House museum and the New Holstein Historical Society are nearby places where customers can explore local history.