Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Jodie L Poe
165 W Netherwood Rd, Oregon, WI
53575, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jodie L Poe
What services does Edward Jones - Financial Advisor: Jodie L Poe offer?
The advisor offers financial advising, investment management, investment funds, and stock brokerage services to help clients meet their financial goals.
Where is Edward Jones - Financial Advisor: Jodie L Poe located?
The office is located at 165 W Netherwood Rd, Oregon, WI 53575, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Jodie L Poe?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays, with weekend appointments available by appointment only.
How can I schedule an appointment with Jodie L Poe?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/jodie-poe/contact/.
What financial specialties does Jodie L Poe offer?
Specialties include 401(k) plans, Roth IRAs, 529 college savings plans, and life insurance.
Is there a way to contact Jodie L Poe via email?
Yes, you can contact her via email at jodie.poe@edwardjones.com.
What languages are supported by Edward Jones - Financial Advisor: Jodie L Poe?
Services are offered in English.
Are there any nearby financial or banking services close to Edward Jones office?
Nearby financial services include Avalon Of Oregon for tax and trust services, Oregon Community Bank & Trust, One Community Bank, and a BMO Harris Bank ATM, useful for clients needing banking support before or after financial advising sessions.
What health services are near Edward Jones office that clients might find useful?
Nearby health services include Oregon Mental Health Services, Positive Insights counseling, Dean Clinic Oregon, and SSM Health Dean Medical Group, providing various medical and mental health support options.
Are there any local attractions or places of interest near Edward Jones office?
Clients might explore nearby places such as Holy Mother of Consolation Catholic Church for religious activities or A Leap Above Dance for dance classes, enriching their visit to the area.