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: Kevin Bartels
101 S Church St, Richland Center, WI
53581, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin Bartels
Who is the financial advisor at Edward Jones in Richland Center?
Kevin Bartels is the financial advisor at Edward Jones located in Richland Center, WI.
What financial services does Edward Jones - Financial Advisor: Kevin Bartels offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Kevin Bartels at Edward Jones focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Edward Jones Financial Advisor Kevin Bartels?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kevin-bartels/contact/.
What languages are spoken by the financial advisor team at Edward Jones, Richland Center?
The team at Edward Jones in Richland Center speaks English.
What is the contact phone number for Edward Jones - Financial Advisor Kevin Bartels?
The main phone number is +1 608-647-8889.
Where is Edward Jones Financial Advisor Kevin Bartels located?
The office is located at 101 S Church St, Richland Center, WI, 53581, USA.
What nearby businesses can I visit after meeting with Edward Jones - Financial Advisor Kevin Bartels?
Nearby you can visit Nate's Downtown, a local pizza and American restaurant, or The Island Richland Center, a cafe and smoothie juice bar, perfect for a meal or refreshment after your appointment.
Are there other financial advisors near Edward Jones - Financial Advisor Kevin Bartels?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Kimberly A Carlson and Katie Bedward, AAMS, who also offer local financial services.
Which local services near Edward Jones can assist with tax and insurance needs?
Nearby services include H&R Block for accounting and tax services, and Rural Mutual Insurance: Tony Dougherty for insurance agency needs.