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: Paul Leal
110 Carr Rd, Plymouth, WI
53073, United States
Hours
Reviews
5.0
2 reviews
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- TBTed BrahmMay 10, 20245.0Been with Paul for some years now and he has made me some serious cash. Had some ups and downs but he and Lynn have always been there with any questions I've had. Thanks
- KSKathleen Schuh-RiesSep 18, 20205.0Both Paul and Lynn were very professional in assisting me in reaching my financial goals. I would highly recommend them!
Frequently Asked Questions About Edward Jones - Financial Advisor: Paul Leal
What services does Edward Jones - Financial Advisor: Paul Leal provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations to tailor advice to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Paul Leal?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Sundays and operates by appointment only on Saturdays.
How can I schedule an appointment with Paul Leal at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/paul-leal/contact/ or by calling +1 920-893-8214.
What is the address of Edward Jones - Financial Advisor: Paul Leal?
The office is located at 110 Carr Rd, Plymouth, WI 53073, United States.
What languages are spoken at the Edward Jones office of Paul Leal?
Services are provided in English.
Can I access Edward Jones services via a mobile app?
Yes, Edward Jones offers mobile apps available on the Apple App Store and Google Play Store to help clients manage their investments conveniently.
Which nearby places could I visit before or after my appointment at Edward Jones?
Nearby you can find Jimmy John's for sandwiches, Scooter's Coffee for drinks, and Pick 'n Save for shopping. These locations provide convenient options to eat or shop around your visit.
Are there financial or banking institutions near Edward Jones - Financial Advisor: Paul Leal?
Yes, nearby financial-related places include Kirchner CPA LLC (accounting and trusts), Bell Bank Mortgage, Bank First, and Western Union for money transfer services, which might be useful for your broader financial needs.
Where can I find automotive services close to Edward Jones in Plymouth?
Several automotive-related places nearby include Van Horn Chrysler Dodge Jeep RAM of Plymouth, Advance Auto Parts, and Joe Van Horn Chevrolet. These locations can assist with car buying, repairs, and parts while you're in the area.
Does Edward Jones have any competitors I should be aware of?
Some well-known competitors to Edward Jones include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, offering similar investment advisory services.