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: Brad Mootz, CFP®|AAMS®
305 Business Highway 151 East, Platteville, WI
53818, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Brad Mootz, CFP®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Brad Mootz, CFP®|AAMS®?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Brad Mootz located?
The office is located at 305 Business Highway 151 East, Suite B, Platteville, WI 53818.
What are the regular business hours for this Edward Jones office?
Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays except by appointment.
How can I book an appointment with Brad Mootz?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brad-mootz/contact/.
What is the contact phone number and email for Edward Jones - Brad Mootz?
You can call them at +1 608-348-7623 or email at brad.mootz@edwardjones.com.
Does Edward Jones - Financial Advisor Brad Mootz have a social media presence?
Yes, they have a Facebook page at https://www.facebook.com/1587640361450370 and are on Twitter as @EdwardJones.
Are there any nearby financial or related services devices or businesses?
Yes, nearby are World Finance and other Edward Jones financial services, plus The Exchange Network ATM and BMO Harris Bank ATM for convenient banking.
What nearby dining options are available near Edward Jones - Financial Advisor: Brad Mootz?
Several dining options nearby include Culver's for American fast food, Baskin Robbins for ice cream, Dunkin' for coffee and donuts, Dairy Queen Grill and Chill, and Badger Bros Coffee Drive Thru.
Are there any nearby fitness or wellness centers close to Edward Jones in Platteville?
Anytime Fitness gym is located nearby for fitness activities, and CWM Counseling provides mental health support services.
How might I combine a visit to Edward Jones with other local errands or activities?
After your financial consultation, you could grab a meal at nearby restaurants like Culver's or Dairy Queen, pick up prescriptions or cosmetics at Walgreens, or visit the NOVUS Auto Glass Repair for vehicle services.