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: Michelle Bertram
8880 S Howell Avenue, Oak Creek, WI
53154, United States
Hours
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.