Edward Jones - Financial Advisor: Lenny Bakken, CFP®|AAMS®|CKA®
5.05 reviews
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: Lenny Bakken, CFP®|AAMS®|CKA®
1216 Mark Avenue, Tomah, WI
54660, United States
Hours
Reviews
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- ASAnastasha SchleicherApr 26, 20245.0Lenny listened to our needs and our situation! He was helpful and very understanding!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lenny Bakken, CFP®|AAMS®|CKA®
What investment services does Edward Jones - Financial Advisor Lenny Bakken provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor Lenny Bakken?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays, with appointments only on weekdays.
How can I schedule an appointment with Lenny Bakken at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lenny-bakken/contact/ or email lenny.bakken@edwardjones.com.
Where is Edward Jones Financial Advisor Lenny Bakken located?
The office is located at 1216 Mark Avenue, #6, Tomah, Wisconsin, 54660, USA.
What languages are spoken at Edward Jones - Financial Advisor Lenny Bakken?
English is the language spoken to provide financial advisory services.
Which financial advisors are competitors of Edward Jones in Tomah?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
How can I use public transport or nearby locations to find Edward Jones in Tomah?
You can look for Edward Jones near local landmarks like Tomah Property Management and community centers such as the HCN D2 Tomah Community Center for easy navigation.
Are there other financial or professional services near Edward Jones in Tomah?
Yes, nearby you can find CliftonLarsonAllen LLP and MBE CPAs for accounting and business consulting services.
What local amenities can I visit around Edward Jones in Tomah?
After your appointment, you might visit nearby places like Domino's Pizza for a meal or Image Nails & Spa for relaxation.
Does Edward Jones - Financial Advisor Lenny Bakken offer mobile apps for clients?
Yes, they offer mobile apps available on both Android and iOS platforms to help clients manage their investments.