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: Caleb Twedell
203 E Main Street, Waunakee, WI
53597, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Caleb Twedell
What services does Edward Jones - Financial Advisor: Caleb Twedell provide?
Caleb Twedell offers financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Caleb Twedell located?
The office is located at 203 E Main Street, Suite F, Waunakee, WI 53597, US.
What are the office hours for Edward Jones - Financial Advisor: Caleb Twedell?
The office is open with additional availability by appointment only on Saturdays.
How can I schedule an appointment with Caleb Twedell?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/caleb-twedell/contact/.
What are some of the specialties offered by Edward Jones - Financial Advisor: Caleb Twedell?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones - Financial Advisor: Caleb Twedell have a presence on social media?
Yes, they have a Facebook page at https://www.facebook.com/101125029575751 and are active on Twitter under the handle EdwardJones.
What should I know about nearby Waunakee Family Dentistry when visiting Edward Jones?
Waunakee Family Dentistry, a local cosmetic dentist, is nearby and convenient if you need dental services before or after your financial appointment.
Are there any local places nearby where I can shop for gifts or flowers near Edward Jones?
Yes, Pageberry Mercantile and Red Barn Company Store are nearby shops where you can find flowers, gifts, and home goods.
What nearby transit or convenience options exist around Edward Jones - Financial Advisor: Caleb Twedell?
Kwik Trip, a convenience store and gas station, is nearby for quick stops, and local landmarks like Lamphouse Apartments help orient visitors in the area.
Which financial competitors does Edward Jones - Financial Advisor: Caleb Twedell track?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.