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: Tara L Rotfeld
W249s3642 Center Road, Waukesha, WI
53189, United States
Hours
Reviews
5.0
5 reviews
5 stars
5
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1 star0
- TNTerrie NelsonApr 13, 20215.0Helped me reach retirement goals, so pleased with my advisor's office in Waukesha, Tara Rottfeld
Frequently Asked Questions About Edward Jones - Financial Advisor: Tara L Rotfeld
What services does Edward Jones - Financial Advisor: Tara L Rotfeld offer?
Edward Jones - Financial Advisor: Tara L Rotfeld offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
Where is Edward Jones - Financial Advisor: Tara L Rotfeld located?
The office is located at W249s3642 Center Road, Waukesha, WI 53189, United States.
What are the business hours of Edward Jones - Financial Advisor: Tara L Rotfeld?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Tara L Rotfeld at Edward Jones?
You can contact Tara L Rotfeld by phone at +1 262-544-4170 or via email at tara.rotfeld@edwardjones.com.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor Tara L Rotfeld?
Yes, you can schedule a consultation online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/tara-rotfeld/contact/.
Are there any tools available to help me plan for retirement with Edward Jones?
Yes, Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
What languages are supported by the financial advisor Tara L Rotfeld?
Services are offered in English.
What nearby financial institutions can assist customers in the Waukesha area?
Nearby financial institutions include Citizens Bank and the Edward Jones office itself, providing convenient options for banking and financial advisory services.
What community services and places are near Edward Jones - Financial Advisor: Tara L Rotfeld that clients might visit?
Clients might find it convenient to visit nearby community services such as the Village of Waukesha Fire Department and Waukesha Town Clerk for local government services.
What recreational or educational places are near Edward Jones - Financial Advisor: Tara L Rotfeld?
Nearby places include Prairie School/Park and Prairie Elementary School, which clients might visit for educational purposes or leisure before or after their appointment.