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: Casey L Moneer
410 E Washington St, Slinger, WI
53086, United States
Hours
Reviews
5.0
21 reviews
5 stars
21
4 stars0
3 stars0
2 stars0
1 star0
- CFc fNov 11, 20235.0Casey is very knowledgeable, listens well and always answers any question fully. Would recommend and have!
- YAYanire AcraJun 15, 20235.0Thank you for helping us get our retirement plan set up, grateful for all the knowledge shared!
- ABAaron BrostJun 13, 20235.0Casey has been nothing but professional and I'm happy I made the switch to having him manage my retirement! You would be making a mistake but using him for your retirement portfolio!
- MGMary GancharJun 13, 20235.0Quite possibly the kindest man you'll ever meet! Casey is a wonderful advisor who listens to you, provides clear guidance, and helps you reach your goals. He's always available if needed. Very professional in all aspects. Look no further, a very trustworthy financial advisor!
- PMPaul MargerieJun 12, 20235.0Great advisor! I trust him 100%.
Frequently Asked Questions About Edward Jones - Financial Advisor: Casey L Moneer
What services does Edward Jones - Financial Advisor: Casey L Moneer offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and financial advising customized to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Casey L Moneer?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Casey L Moneer located?
The office is located at 410 E Washington St, Ste A, Slinger, WI 53086, USA.
How can I contact Edward Jones - Financial Advisor: Casey L Moneer by phone or email?
You can reach them by phone at +1 262-644-7557 or by email at casey.moneer@edwardjones.com.
Can I book a consultation with Casey L Moneer online?
Yes, you can schedule an appointment using their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/casey-moneer/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Casey L Moneer?
Services are provided in English.
Are there any nearby health services close to Edward Jones - Financial Advisor: Casey L Moneer to visit before or after a consultation?
Yes, nearby you can find several health services such as Swanson & Strupp Family Dentistry, Art of Wellness Chiropractic, and PT Plus physical therapy, perfect for health and wellness visits around your financial appointment.
What nearby dining options are available close to Edward Jones - Financial Advisor: Casey L Moneer?
Nearby dining options include Fill n Chill Frozen Yogurt Bar and Subway, convenient spots to grab a bite before or after your visit.
Are there any nearby retail or home services near Edward Jones - Financial Advisor: Casey L Moneer?
Yes, C & R Ace Hardware and Weiterman Remodeling, L.L.C. are close by if you need to shop for hardware or home services during your trip to the financial advisor.
Where can I find more resources or tools to plan for retirement provided by Edward Jones?
Edward Jones offers an online retirement savings calculator to help you prepare for your future, accessible through their featured message link.