Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Ricki Holtzman
1319 W Main St, Watertown, WI
53094, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Ricki Holtzman
Who is Ricki Holtzman at Edward Jones?
Ricki Holtzman is a financial advisor at Edward Jones in Watertown, WI, providing personal investing advice and support.
What services does Edward Jones - Financial Advisor: Ricki Holtzman offer?
They offer financial advising, investment management, stock brokerage services, and management of investment funds.
What specialties can I find with Ricki Holtzman at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Ricki Holtzman?
You can schedule an appointment by visiting the online reservation page at Edward Jones' website for Ricki Holtzman.
What languages does Ricki Holtzman speak?
Ricki Holtzman speaks English.
Where is Edward Jones - Financial Advisor: Ricki Holtzman located?
Their office is located at 1319 W Main St, Watertown, WI 53094, USA.
What nearby businesses or points of interest are close to Edward Jones in Watertown?
Nearby places include Northwestern Mutual corporate office, Wisconsin Hearing Aid Centers, Family Resources Associates counseling center, and Brian Cowan - State Farm Insurance Agent.
Are there nearby spots where I can grab a coffee or a snack when visiting Edward Jones?
Yes, Hessed's Connection Cafe and Laundry and Connection Cafe are nearby and offer coffee, sandwiches, and cafe treats.
What automotive services are near Edward Jones - Financial Advisor: Ricki Holtzman?
Nearby automotive services include Valvoline Instant Oil Change, Precision Automotive, Pennzoil 10 Minute Oil Change Center, Martin Motors, Elite Auto Repair, C & E Muffler Shoppe, King Kollision L.L.C, and Gerber Collision and Glass.
How might nearby educational institutions benefit clients visiting Ricki Holtzman's office?
Nearby colleges like Madison Area Technical College and MATC Watertown offer educational resources, making the area convenient for clients balancing education and financial planning.