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: David M Retkowski, AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: David M Retkowski, AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: David M Retkowski, AAMS®?
We are open Monday through Friday from 7:30 AM to 3:30 PM Central Time. We are closed on Saturdays and Sundays, except by appointment on Saturdays.
Can I schedule a consultation with David M Retkowski at Edward Jones?
Yes, you can schedule a consultation by appointment. Use our online contact form or call us at +1 262-695-5308 to book your appointment.
What financial services does Edward Jones - Financial Advisor: David M Retkowski provide?
Our services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to your individual goals.
Where is Edward Jones - Financial Advisor: David M Retkowski located?
Our office is located at 161 W Wisconsin Ave, Suite 2A, Pewaukee, WI 53072, USA.
In what language does Edward Jones - Financial Advisor: David M Retkowski primarily communicate?
We primarily communicate in English.
How can I use the Edward Jones mobile app to stay connected?
You can download the Edward Jones mobile app on Android via the Google Play Store or on iOS via the Apple App Store for convenient access to your financial accounts and resources.
What are some nearby wellness and relaxation spots near Edward Jones in Pewaukee?
Nearby wellness and relaxation options include Embrase Spa LLC for beauty and spa treatments, Lakefront Wellness Center for counseling and medical services, Bella Viso By Trish medical spa, and SKN BAR Rx offering medical spa and laser hair removal services.
What dining options are available near Edward Jones - Financial Advisor in Pewaukee?
You can enjoy a variety of dining options nearby such as Ruggeri's Italian Market bakery, Artisan Bakery restaurant, Beach Bum Bakery, La Tavola Italian restaurant, The Beach House Bistro tapas bar, Seester's Mexican Cantina, and Artisan 179 American restaurant and bar.
Are there recreational activities near Edward Jones in Pewaukee?
Yes, nearby recreational venues include Mi Yoga and Movement Center Pewaukee yoga studios, Anchor Fitness gym, as well as Pewaukee Beach for outdoor river activities.
How can nearby businesses like Brewer's Two Cafe Coffee House or Twisted Vine Wine Shop and Bar complement my visit to Edward Jones?
After your financial consultation, you might enjoy relaxing at nearby spots such as Brewer's Two Cafe Coffee House for coffee and light meals, or Twisted Vine Wine Shop and Bar for wine and socializing. These places make it easy to combine errands with leisure in Pewaukee.