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: Craig A Lotz, AAMS®
3546 E Sivyer Ave, St Francis, WI
53235, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
Frequently Asked Questions About Edward Jones - Financial Advisor: Craig A Lotz, AAMS®
What are the regular operating hours of Edward Jones - Financial Advisor: Craig A Lotz, AAMS®?
The office is open Monday through Friday from 9:00 AM to 4:00 PM.
Can I schedule an appointment on weekdays at Edward Jones - Financial Advisor: Craig A Lotz, AAMS®?
Yes, appointments are available by appointment only on Mondays through Fridays.
What kinds of financial services does Edward Jones - Financial Advisor: Craig A Lotz, AAMS® offer?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and personalized financial advising.
How can I contact Edward Jones - Financial Advisor: Craig A Lotz, AAMS®?
You can reach them by phone at +1 414-383-5347 or email craig.lotz@edwardjones.com.
Where is Edward Jones - Financial Advisor: Craig A Lotz, AAMS® located?
The office is located at 3546 E Sivyer Ave, St Francis, WI 53235, United States.
Is there an online option to schedule a consultation with Edward Jones - Financial Advisor: Craig A Lotz, AAMS®?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/craig-lotz/contact/.
Are there any nearby coffee shops where I can relax before or after my appointment?
Yes, Fixx Coffee Shop and La Finca Coffeehouse are nearby cafes where you can enjoy a coffee or snack before or after your visit.
What nearby places can provide beauty and grooming services near Edward Jones' office?
Nearby options include Km Beauty, Angela B's, and Victoria's Hair Portraits, offering services such as beauty salon treatments, barbering, and tattoo and piercing.
Are there any community centers or public service organizations close to Edward Jones - Financial Advisor: Craig A Lotz, AAMS®?
Yes, the St Francis Lions Club, St Francis Lion's Community Center, St. Francis Historical Society, and St Francis Civic Center are nearby community and social service organizations.
Can I use nearby landmarks or parks to help locate Edward Jones' office?
Yes, the office is near notable landmarks such as Lake Park Apartments, South Shore Point, and Park Shore by Corley Real Estate, which includes a park and beach area, helping to orient your visit.