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: Jeff Rotfeld
W249s3642 Center Road, Waukesha, WI
53189, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- BOBrandon OtzelbergerJun 22, 20235.0Jeff is an excellent financial advisor. He's helped me for years even after I moved to another state, always gave me good solid advice that helped my account grow, and has excellent customer service. Would recommend to anyone.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Rotfeld
What financial services does Edward Jones - Financial Advisor: Jeff Rotfeld offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Jeff Rotfeld located?
The office is located at W249s3642 Center Road, Waukesha, WI 53189, USA.
What are the business hours of Edward Jones - Financial Advisor: Jeff Rotfeld?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Jeff Rotfeld at Edward Jones?
You can contact Jeff Rotfeld by phone at +1 414-425-6049 or by email at jeff.rotfeld@edwardjones.com.
Can I book a consultation with Jeff Rotfeld online?
Yes, consultations can be booked online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-rotfeld/contact/
Does Edward Jones - Financial Advisor: Jeff Rotfeld provide services in multiple languages?
Services are provided in English.
Are there mobile apps available for accessing Edward Jones services?
Yes, Edward Jones offers both Android and iOS mobile apps available on Google Play and the Apple App Store respectively.
What nearby places can I visit when coming to Edward Jones in Waukesha?
Nearby, you can visit the Christ the Servant Lutheran Church and Prairie Park, ideal for combining your financial visit with community or outdoor activities.
Is there a bank near Edward Jones where I can handle other financial tasks?
Yes, Citizens Bank is located nearby, which can be convenient for completing other financial transactions when visiting Edward Jones.
How does the Village of Waukesha Fire Department nearby benefit visitors to Edward Jones?
The nearby Village of Waukesha Fire Department ensures public safety and quick emergency response, providing visitors peace of mind during their visit to Edward Jones.