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: Patrick A Schultz
200 W Summit Ave, Wales, WI
53183, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick A Schultz
What services does Edward Jones - Financial Advisor: Patrick A Schultz offer?
We provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Patrick A Schultz located?
Our office is located at 200 W Summit Ave, Suite 200, Wales, WI 53183, United States.
What are the hours of operation for Edward Jones - Financial Advisor: Patrick A Schultz?
We are open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 3:00 PM, and closed on weekends except Saturdays by appointment only.
How can I schedule an appointment with Patrick A Schultz?
You can schedule an appointment by visiting our contact page at https://www.edwardjones.com/us-en/financial-advisor/patrick-schultz/contact/ or by calling us at +1 262-968-3040.
What languages are spoken at Edward Jones - Financial Advisor: Patrick A Schultz?
We provide our services in English.
Does Edward Jones offer any mobile apps for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help you manage your investments conveniently.
Is there a nearby coffee shop where I can relax before or after my appointment?
Yes, Cafe Buzzz is a nearby coffee shop and restaurant where you can enjoy a relaxing break around our office location.
Are there any fitness centers near Edward Jones - Financial Advisor: Patrick A Schultz?
Snap Fitness and Switon Physiques Personal Training are nearby gyms where you can work on your fitness goals before or after visiting our office.
Can I visit any local insurance agencies near Edward Jones for additional services?
Yes, nearby insurance agencies include Goosehead Insurance, TBC Insurance Services, and Key Benefit Concepts, which provide a range of insurance and professional services.
What is the contact email for Edward Jones - Financial Advisor: Patrick A Schultz?
You can contact Patrick Schultz via email at patrick.schultz@edwardjones.com.