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: Tracy Gundert, AAMS®
100 Wilburn Rd, Sun Prairie, WI
53590, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tracy Gundert, AAMS®
What services does Edward Jones - Financial Advisor: Tracy Gundert, AAMS® provide?
Edward Jones - Financial Advisor: Tracy Gundert offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds brokerage, and investment management.
What are the regular business hours for Edward Jones - Financial Advisor: Tracy Gundert?
The office is open Monday to Friday from 8:00 AM to 6:00 PM and is closed on Sundays and Saturdays except by appointment.
How can I schedule an appointment with Tracy Gundert, AAMS® at Edward Jones?
Appointments can be scheduled online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/tracy-gundert/contact/.
Where is Edward Jones - Financial Advisor: Tracy Gundert located?
The office is located at 100 Wilburn Rd, Suite 203, Sun Prairie, WI 53590, USA.
What languages are spoken at Edward Jones - Financial Advisor: Tracy Gundert?
English is spoken at this Edward Jones office.
Does Edward Jones offer any digital tools or apps for managing investments?
Yes, Edward Jones offers mobile apps available on Android and iOS for clients to manage their investments conveniently.
What nearby financial services can I find near Edward Jones - Financial Advisor: Tracy Gundert?
Nearby financial services include Edward Jones - Financial Advisor: Laurie E Kelsey, Motus Financial, Inc., and MBE Wealth for accounting and financial advising needs.
Are there nearby legal or real estate services close to Edward Jones in Sun Prairie?
Yes, nearby are legal services like Laffey, Sebranek, Auby & Ristau and Kathleen O Curran Attorney, plus real estate agents such as Dane County Title Sun Prairie and Perferred Realty Group.
What local amenities or services can customers access near Edward Jones in Sun Prairie?
Customers can find nearby amenities like BP gas station, Kwik Trip convenience store, Quality Inn & Suites hotel, and SSM Health Prescription Center for pharmacy services.
How can I contact Edward Jones - Financial Advisor: Tracy Gundert via email or phone?
You can reach Tracy Gundert by phone at +1 608-318-2180 or email at tracy.gundert@edwardjones.com.