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: James J Gehring, CFP®
Jim and Vicki are our go to place for financial information and decisions. They handle all of our investments with speed, accuracy, honesty and discretion. I won't go anyplace else.
Frequently Asked Questions About Edward Jones - Financial Advisor: James J Gehring, CFP®
What services does Edward Jones - Financial Advisor: James J Gehring, CFP® provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investments through face-to-face consultations.
What are the regular business hours of Edward Jones - Financial Advisor: James J Gehring, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and is closed on Sundays and Saturdays except by appointment on Saturdays.
How can I make an appointment or contact James J Gehring at Edward Jones?
You can contact him by phone at +1 920-262-9696, by email at james.gehring2@edwardjones.com, or use the online reservation form on their website.
Does Edward Jones - Financial Advisor: James J Gehring, CFP® offer any online tools or resources?
Yes, they offer an online retirement savings calculator to help clients plan for retirement.
Which languages are spoken at Edward Jones - Financial Advisor: James J Gehring, CFP®?
Consultations and services are provided in English.
Where is Edward Jones - Financial Advisor: James J Gehring, CFP® located?
The office is located at 117 E Main Street, Watertown, WI 53094, USA.
What are some nearby places I can visit before or after my appointment at Edward Jones in Watertown?
Nearby places include Sandra D's Bridal Boutique for wedding needs, Main Street Cafe for a meal or coffee, and Lyon's Irish Pub for dining and drinks.
Are there other financial or professional services near Edward Jones - Financial Advisor: James J Gehring?
Yes, Titan Consulting of America, a marketing agency, and other Edward Jones locations offering financial advising are nearby.
What entertainment or leisure options are available near Edward Jones in Watertown?
Nearby entertainment options include Kiss My Axe for active life activities and Evolution Ink for art and tattoos.
How can I access Edward Jones mobile apps?
Edward Jones has mobile apps available for Android via Google Play and for iOS on the Apple App Store to manage your investments conveniently.