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: Michelle Bertram
8880 S Howell Avenue, Oak Creek, WI
53154, United States
Hours
Reviews
5.0
1 reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Michelle Bertram
What services does Edward Jones - Financial Advisor: Michelle Bertram provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face advice.
Where is Edward Jones - Financial Advisor: Michelle Bertram located?
The office is located at 8880 S Howell Avenue, Suite 800, Oak Creek, WI 53154, US.
What are the business hours for Edward Jones - Financial Advisor: Michelle Bertram?
They are open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Michelle Bertram?
You can call them at +1 414-425-6049 or email michelle.bertram@edwardjones.com.
How do I schedule an appointment with Michelle Bertram?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/michelle-bertram/contact/
Does Edward Jones have a mobile app for managing investments?
Yes, their mobile apps are available on Android and iOS platforms through the Google Play Store and Apple App Store respectively.
What nearby places can I visit around Edward Jones in Oak Creek?
Nearby places include Board And Brush and Board & Brush Creative Studio for arts and crafts, as well as uBreakiFix for electronics repair.
Are there any dining options near Edward Jones - Financial Advisor: Michelle Bertram?
Yes, nearby dining options include Panda Gourmet for Chinese cuisine, Papa Murphy's for pizza, Jersey Mike's Subs for sandwiches, and Starbucks for coffee and smoothies.
If I visit Edward Jones, where can I get additional financial services nearby?
Nearby financial service options include H&R Block for tax services and Werner Insurance Advisors for insurance needs.
What makes Edward Jones - Financial Advisor: Michelle Bertram stand out from competitors?
They provide personalized face-to-face consultations tailored to individual goals, focusing on retirement, education savings, and tax-efficient strategies, differentiating from competitors like Merrill Lynch and Wells Fargo Advisors.