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: Matt Gerlach, CEPA®|AAMS®
951 Kimball Lane, Verona, WI
53593, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Gerlach, CEPA®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Matt Gerlach offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Matt Gerlach located?
The office is located at 951 Kimball Lane, Suite 104, Verona, WI 53593, US.
What are the office hours for Edward Jones - Financial Advisor: Matt Gerlach?
They are open Monday to Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 3:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Matt Gerlach for a consultation?
You can reach Matt Gerlach by phone at +1 608-848-8801 or via email at matt.gerlach@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Matt Gerlach?
Yes, appointments can be scheduled online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/matt-gerlach/contact/.
Is there a mobile app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help you manage your investments.
What should I expect during a consultation with Edward Jones - Financial Advisor: Matt Gerlach?
You will receive face-to-face personalized advice to help meet your individual financial goals, including investment management and retirement planning.
What nearby parks can I visit before or after my appointment at Edward Jones?
You can visit Blue Mounds State Park, Prairie Moraine County Park, or Tollefson Park, all located nearby for outdoor recreation.
Are there any salons or beauty services near Edward Jones - Financial Advisor: Matt Gerlach?
Yes, Essentials Salon, Adore Salon, and Allura Nail Boutique are all nearby if you want to get a haircut or beauty treatment before or after your visit.
What other financial services or advisors are located near this Edward Jones office?
Nearby financial service providers include another Edward Jones office and Nationwide Mutual Insurance Company for insurance services.