Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Annie Leal
110 Carr Rd, Plymouth, WI
53073, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Annie Leal
What services does Edward Jones - Financial Advisor: Annie Leal provide?
Edward Jones - Financial Advisor: Annie Leal offers financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Annie Leal focus on at Edward Jones?
Annie Leal specializes in 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Annie Leal?
You can schedule an appointment by visiting the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/annie-leal/contact/
What is the contact phone number for Edward Jones - Financial Advisor: Annie Leal?
The main phone number is +1 920-614-6227. An alternate phone is also available at +1 920-893-8214.
Where is Edward Jones - Financial Advisor: Annie Leal located?
The office is located at 110 Carr Rd, Plymouth, WI 53073, United States.
What languages are spoken at Edward Jones - Financial Advisor: Annie Leal?
Services are offered in English.
Are there other financial advisors near Edward Jones - Financial Advisor: Annie Leal?
Yes, Edward Jones - Financial Advisor: Paul Leal is nearby, providing additional financial services in the area.
What dining options are nearby when visiting Edward Jones - Financial Advisor: Annie Leal?
Nearby dining options include Jimmy John's sandwich shop and Scooter's Coffee cafe, great for grabbing a meal or coffee before or after your visit.
Are there any helpful services near Edward Jones - Financial Advisor: Annie Leal for mailing or shipping needs?
Yes, a UPS Access Point location is nearby for shipping and courier services, convenient if you need to send documents during your financial planning process.
Where can I find additional retirement information recommended by Edward Jones?
You can learn more about IRAs on the official Edward Jones site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.