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: Rebecca A Berg, CFP®|AAMS®
144 N Washington Street, Saint Croix Falls, WI
54024, United States
Hours
Reviews
5.0
2 reviews
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- AAAng AMar 1, 20215.0Rebecca is smart, helpful, honest, kind, friendly and has great ideas
Frequently Asked Questions About Edward Jones - Financial Advisor: Rebecca A Berg, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Rebecca A Berg provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Rebecca A Berg in Saint Croix Falls?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Rebecca A Berg?
You can contact them by phone at +1 715-483-1103 or via email at rebecca.berg@edwardjones.com.
Where is Edward Jones - Financial Advisor: Rebecca A Berg located?
The office is located at 144 N Washington Street, Suite A, Saint Croix Falls, WI 54024, United States.
Does Edward Jones - Financial Advisor: Rebecca A Berg offer online or mobile app services?
Yes, they offer mobile apps available on Android and iOS platforms for managing your investment portfolio and financial planning.
Can I schedule a consultation with Rebecca Berg online?
Yes, you can book a consultation through their online reservation page at Edward Jones' website.
What nearby places can help me find Edward Jones in Saint Croix Falls?
You can locate the office near Bank Mutual and Indianhead Glass, which are local landmarks on North Washington Street.
What entertainment options are available close to Edward Jones - Financial Advisor: Rebecca A Berg?
Nearby entertainment venues include St Croix Falls Cinema 5 Theater and Festival Theatre, ideal for a movie or live performance before or after your visit.
Where can I eat near Edward Jones - Financial Advisor: Rebecca A Berg?
There are several dining options nearby, including C'est Bon Mi Restaurant for Asian cuisine and The Bistro on the St. Croix for American fare.
Are there any other financial service providers near Edward Jones in Saint Croix Falls?
Yes, Bank Mutual is located nearby offering banking and installment loan services for your financial needs.