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: Michael Y O'Brien, AAMS®
2323 E Capitol Drive, Shorewood, WI
53211, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Y O'Brien, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Michael Y O'Brien offer?
They offer 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: Michael Y O'Brien?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Michael Y O'Brien at Edward Jones?
You can reach Michael Y O'Brien by phone at +1 414-963-8727 or email michael.obrien@edwardjones.com.
Where is Edward Jones - Financial Advisor: Michael Y O'Brien located?
The office is located at 2323 E Capitol Drive, Shorewood, WI 53211, United States.
How can I schedule a consultation with Edward Jones financial advisor Michael Y O'Brien?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/michael-obrien/contact/.
What languages does the Edward Jones office in Shorewood support?
They provide services in English.
What types of financial products and services are offered by Michael Y O'Brien at Edward Jones?
Services include financial advising, investment management, stocks and bonds brokerage, and fund investments.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS devices to help clients manage their investments.
What nearby places could customers visit before or after their appointment at Edward Jones Shorewood office?
Customers can visit nearby places such as Falbo Bros Pizzeria for food, The City Market Café & Bakehouse for breakfast or brunch, or Nails By Hillary for a spa service.
Are there any nearby health or wellness services near Edward Jones Shorewood office?
Yes, nearby wellness services include Behrens Psychotherapy Services, Shorewood Dental LLC, and Milwaukee Yoga Center, providing mental health, dental, and yoga services respectively.