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: Kate Schmidt, AAMS®
201 E Main St, Reedsburg, WI
53959, United States
Hours
Reviews
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- SWSheri W.Sep 9, 20255.0Kate has been very easy to work with & she and her staff are always happy to answer questions, even if it means scheduling an appointment.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kate Schmidt, AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Kate Schmidt, AAMS®?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on Sundays and Saturdays except by appointment.
Can I schedule an appointment on a Saturday?
Yes, appointments are available by appointment only on Saturdays.
What investment services does Edward Jones - Financial Advisor: Kate Schmidt provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I contact Kate Schmidt at Edward Jones?
You can reach her by phone at +1 608-768-3688 or email at kate.schmidt@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kate Schmidt, AAMS® located?
The office is located at 201 E Main St, Suite 220, Reedsburg, WI 53959, USA.
Does Edward Jones have an app for mobile devices?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.
What nearby banking facilities are close to Edward Jones in Reedsburg?
BMO Harris Bank, with ATM services, is located nearby and can be convenient for banking needs before or after your visit.
Are there places to eat near Edward Jones in Reedsburg?
Yes, nearby dining options include Panda Garden (Chinese restaurant), Bender's Tap Inn (bar and grill), Just One Pub and Grill, and BS Bar & Grill.
Where can I grab coffee or a smoothie near Edward Jones when in Reedsburg?
Step by Step Reedsburg, a coffee shop and smoothie juice bar, is conveniently located near Edward Jones for a quick refreshment.
Who are some competitors to Edward Jones in financial advisory services?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.