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: Gary Jepson, CFP®
100 N Main St, Oshkosh, WI
54901, United States
Reviews
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2 reviews
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- RDRoxanne DelfosseDec 1, 20205.0Gary is very understanding to our needs. He is trustworthy and very friendly. I would highly recommend him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Gary Jepson, CFP®
What types of financial services does Edward Jones - Financial Advisor: Gary Jepson provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
Where is Edward Jones - Financial Advisor: Gary Jepson located?
The office is located at 100 N Main St, Suite 106, Oshkosh, WI 54901, USA.
How can I contact Gary Jepson at Edward Jones?
You can contact Gary Jepson by phone at +1 920-233-6285 or via email at gary.jepson@edwardjones.com.
Does Edward Jones offer online tools to help with retirement planning?
Yes, Edward Jones provides a retirement savings calculator available online to help clients prepare for their future.
Is Edward Jones - Financial Advisor: Gary Jepson currently open for consultations?
Yes, the office is currently open and offering face-to-face consultations.
What languages does the Edward Jones - Financial Advisor: Gary Jepson office support?
They provide services in English.
How can I schedule a consultation with Gary Jepson?
Consultations can be scheduled via the contact page on their website at https://www.edwardjones.com/us-en/financial-advisor/gary-jepson/contact/.
Are there any dining options near Edward Jones - Financial Advisor: Gary Jepson?
Yes, nearby dining options include Cranky Pat's Pizzeria & Pub and Oshkosh Bistro, which are convenient spots to visit before or after your appointment.
Which financial institutions are close to Edward Jones - Financial Advisor: Gary Jepson?
Nearby financial institutions include U.S. Bank, US Bank ATM, Western Union, and Financial Advisors | US Bancorp Investments, which can be useful for banking and financial services during your visit.
What local services around Edward Jones - Financial Advisor: Gary Jepson might help with legal or tax matters?
Nearby services include Darabosh Tax & Accounting for tax concerns, as well as Sterling Lawyers, Charles E. Williams Law Office, and Dempsey Law Firm for legal advice.