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: Robert J Berger, CFP®
1507 W Knapp Street, Rice Lake, WI
54868, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert J Berger, CFP®
What services does Edward Jones - Financial Advisor: Robert J Berger, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the regular business hours of Edward Jones - Financial Advisor: Robert J Berger, CFP®?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:30 PM, and is closed on Saturdays and Sundays. However, Saturdays are available by appointment only.
How can I schedule an appointment with Robert J Berger at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/robert-berger/contact/ or by calling +1 715-736-0011.
Where is Edward Jones - Financial Advisor: Robert J Berger, CFP® located?
The office is located at 1507 W Knapp Street, Rice Lake, WI 54868, USA.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.
What languages are spoken at Robert J Berger's Edward Jones office?
The office primarily conducts business in English.
Are there any dentists near Edward Jones - Financial Advisor located in Rice Lake?
Yes, nearby dental offices include Rachel Engel D.D.S., Toboggan Run Dental, Marshfield Clinic Rice Lake Dental Center, Family Health Center Rice Lake Dental Center, Kristo Orthodontics, Smiles In Motion, and Pathway Dental of Rice Lake, which may be convenient for dental consultations before or after your financial meetings.
What accommodation options are available near the Edward Jones office in Rice Lake?
The Holiday Inn Express & Suites Rice Lake is a nearby hotel that clients can consider if they need accommodation during their visit.
Are there any other financial services or related professionals near Edward Jones in Rice Lake?
Yes, Johnson Agen Kupferschmidt & Associates offer trust and accounting services nearby, and CCFBank provides banking services, which could complement your financial planning needs.
How can the nearby healthcare facilities be useful for clients visiting Edward Jones?
Facilities like Lakewood Family Center and Dove Healthcare provide general health and rehabilitation services, which might be helpful for clients managing health alongside financial planning.