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: Lee Schram, CEPA®|AAMS®
2784 Deerfield Ave E, Suamico, WI
54173, United States
Hours
Reviews
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1 reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Lee Schram, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Lee Schram provide?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual needs.
What are the office hours for Edward Jones - Financial Advisor: Lee Schram?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Lee Schram at Edward Jones?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/lee-schram/contact/ or email lee.schram@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lee Schram located?
The office is located at 2784 Deerfield Ave E, Ste 1, Suamico, WI 54173, USA.
Which languages are spoken at Edward Jones - Financial Advisor: Lee Schram?
English is the primary language spoken at this location.
How can I contact Edward Jones - Financial Advisor: Lee Schram by phone?
You can reach them by calling +1 920-434-3741 (local) or +1 920-434-3526 (main phone).
Are there any nearby schools close to Edward Jones in Suamico?
Yes, Bay Harbor Elementary School and Champions at Bay Harbor Elementary are nearby, which might be convenient if you have children attending these schools and want an appointment before or after school activities.
What recreational areas are near Edward Jones - Financial Advisor: Lee Schram for clients to visit?
Idlewild Park, featuring a baseball field and other attractions, is nearby. Clients might enjoy visiting the park before or after their appointments for some outdoor relaxation.
Are there any local dining options close to Edward Jones in Suamico?
Duke’s Red Lantern, a bar and grill restaurant, is nearby, providing a place to grab a meal or drink before or after your financial consultation.
Can you recommend nearby service providers close to Edward Jones for additional support?
Nearby professional services include Practical Obedience LLC for dog training, and Laura Anne Staloch - NY Life Securities for insurance services, which clients might find useful for comprehensive financial and lifestyle planning.