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: Maggie Spada, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Maggie Spada, CFP®
What services does Edward Jones - Financial Advisor: Maggie Spada, CFP® provide?
We provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Maggie Spada, CFP® located?
Our office is located at 316 Oakton Avenue, Pewaukee, WI 53072, United States.
What are the office hours for Edward Jones - Financial Advisor: Maggie Spada, CFP®?
We are open Monday through Friday from 8:00 AM to 3:30 PM. Additionally, we offer appointments by request on these weekdays.
How can I contact Maggie Spada, the financial advisor at Edward Jones?
You can contact Maggie Spada by phone at +1 262-695-1109 or via email at maggie.spada@edwardjones.com.
Is it possible to book an appointment online with Maggie Spada?
Yes, appointments can be scheduled online via our contact page at https://www.edwardjones.com/us-en/financial-advisor/maggie-spada/contact/.
Where can I find Edward Jones’s mobile apps for managing investments?
Edward Jones offers mobile apps for both Android and iOS platforms, available on Google Play and the Apple App Store respectively.
What language is primarily spoken at Edward Jones - Financial Advisor: Maggie Spada, CFP®?
We primarily conduct business in English.
Are there any cafes near Edward Jones's office where customers can relax or meet before appointments?
Yes, 'It's A Beautiful Day Cafe' is nearby, offering a cozy spot for coffee or a meeting before or after your financial consultation.
Can clients coordinate financial services near Edward Jones with mortgage help in the area?
Absolutely, Commonwealth Mortgage Group and Paul Altschwager - Mortgage Loan Originator NMLS# 271052 are nearby mortgage brokers that clients can consult with alongside our advisory services.
What nearby amenities might clients visit after their appointment at Edward Jones?
Clients can consider visiting nearby places like Shekhinah Spa for relaxation, Station 235 Salon for hair services, or Noah’s Pizza and Salvo’s Pizzeria for dining options.