Edward Jones - Financial Advisor: Jill Steenis, CFP®|CEPA®|ABFP®|AAMS®
5.02 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: Jill Steenis, CFP®|CEPA®|ABFP®|AAMS®
227 Meridian Dr, New Richmond, WI
54017, United States
Hours
Reviews
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- MAMichael AmundsonJul 26, 20215.0They are great to help you find the best way to start investing or saving fore your future.
- JRJeremy RoseMar 28, 20165.0Jill helped us a lot with transferring a 401k to an IRA so that we could maintain some retirement savings when changing companies.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jill Steenis, CFP®|CEPA®|ABFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jill Steenis provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Jill Steenis located?
The office is located at 227 Meridian Dr, Suite 3, New Richmond, WI 54017, USA.
What are the business hours for Edward Jones - Financial Advisor: Jill Steenis?
Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jill Steenis?
You can call them at +1 715-246-0790 or email jill.steenis@edwardjones.com.
Does Edward Jones - Financial Advisor: Jill Steenis have an online presence or app?
Yes, they have mobile apps available on both Android and iOS, and a website for more information.
How can I book an appointment with Jill Steenis at Edward Jones?
You can make a reservation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jill-steenis/contact/.
What nearby medical services are available around Edward Jones - Financial Advisor: Jill Steenis?
Nearby you can find The Oral Surgery Center, Kristo Orthodontics, Midwest Dental New Richmond, and New Richmond Dental for dental and medical services.
Are there any nearby financial institutions near Edward Jones - Financial Advisor?
Yes, WESTconsin Credit Union is nearby, offering credit union services and mortgage brokering, providing convenient financial options nearby.
What local attractions or community services are near Edward Jones - Financial Advisor: Jill Steenis?
The New Richmond Heritage Center museum and the Marcus Sears Bell Farm historical landmark are nearby, ideal for visiting before or after your appointment.
How can I use nearby transit options to reach Edward Jones - Financial Advisor in New Richmond?
New Richmond Public Transit, offering taxi services and tours, is close by and can help you easily access the Edward Jones office.