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: Susy Suarez Lemcke, CFP®
1507 E Sunset Dr, Waukesha, WI
53189, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Susy Suarez Lemcke, CFP®
What services does Edward Jones - Financial Advisor: Susy Suarez Lemcke offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Susy Suarez Lemcke located?
Their office is located at 1507 E Sunset Dr, Suite 101, Waukesha, WI 53189, USA.
What are the office hours for Edward Jones - Financial Advisor: Susy Suarez Lemcke?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:30 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Susy Suarez Lemcke?
You can reach them by phone at +1 262-384-5287 or by email at susy.suarezlemcke@edwardjones.com.
Are there tools available to help with retirement planning through Edward Jones?
Yes, they offer a retirement savings calculator available online to help you prepare for your financial future.
Does Edward Jones - Financial Advisor: Susy Suarez Lemcke have a mobile app?
Yes, their mobile app is available on both Android and iOS platforms.
What products and specialties does this Edward Jones advisor focus on?
They specialize in stocks and bonds, investment management, and provide financial advisory services.
What nearby real estate services can I find close to Edward Jones - Financial Advisor?
Nearby real estate agents and services include Curt Bauer, Adrian Maturino-Huerta - First Weber Realtor, Rob Madecky - First Weber Realtor, and Kim Jans at First Weber Realtors Waukesha, which can complement your financial planning by helping with property investments.
Are there medical and dental services near Edward Jones office?
Yes, Kraklow Family Dentistry, Tanty Family Dental, and Froedtert Sports Rehabilitation Clinic at NX Level Waukesha are nearby for your dental and medical needs.
What nearby amenities can visitors use when visiting Edward Jones - Financial Advisor?
Visitors can access nearby ATMs like Guardian Credit Union, enjoy dining or relax at Charles Heyer Park, or visit Whispering Ponds bar for refreshments after meetings.