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: Dan Gehring
1800 E Main St, Waukesha, WI
53186, United States
Hours
Reviews
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- PPPattiDec 1, 20245.0Dan is a fantastic financial advisor! He was great at helping me navigate through my finances after a death in my family. Great guy, great service! Cindy the administrative assistant is always friendly and offers outstanding customer service!!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Gehring
What services does Edward Jones - Financial Advisor: Dan Gehring offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management.
What are the office hours for Edward Jones located at 1800 E Main St, Suite 400, Waukesha?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Dan Gehring?
You can reach them by phone at +1 262-384-6132 or +1 262-524-9191, or email dan.gehring@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dan Gehring located?
The office is located at 1800 E Main St, Suite 400, Waukesha, WI 53186, USA.
Does Edward Jones have a mobile app I can use for managing my investments?
Yes, Edward Jones offers mobile apps available on Android and iOS for managing your investments conveniently.
How can I schedule an appointment with Dan Gehring, Financial Advisor at Edward Jones?
You can schedule an appointment by using their online contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-gehring/contact/
Which competitors are similar to Edward Jones - Financial Advisor: Dan Gehring?
Some competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any insurance agencies near Edward Jones' Waukesha office?
Yes, Maggie Bringa - State Farm Insurance Agent is nearby and can assist with insurance needs.
What beauty and spa services are available near Edward Jones at 1800 E Main St?
Nearby beauty and spa services include Kayla Books LLC, Bella Abinails and Spa, and Salon Duo and Co, offering salons, spas, and cosmetic supplies.
Where can I find dining options near Edward Jones' office?
Famous Daves, a barbecue and southern restaurant, is located nearby for dining before or after your appointment.