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: Tammy A Reefe, AAMS®
331 E Main Street, Waunakee, WI
53597, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star
1
- TOTom O'NeilAug 26, 20245.0We have been with Tammy since 2016. She managed my parents' accounts, and when they passed, we worked with Tammy to figure out the next steps. At that point, my wife and I had been managing our accounts and 401(k)s on our own. After listening to Tammy, we felt respected. We felt that we could trust her and her team. Are there portions of the process that are Edward Jones "heavy"? Yes. You have to go through the annual review process. But if there was something we didn’t like or understand, Tammy would make changes. What I most appreciate about Tammy is her ability to listen and adapt to our style of investing. I’m sure everyone has their own "style," and Tammy stays within our comfort zone. She presents ideas outside the box to give us a chance to ponder new concepts. She listens and respects every decision we make. Tammy has consistently earned our trust and respect by listening to our needs, adapting to our investment style, and ensuring that we feel comfortable and supported throughout our financial journey.
- MBMitchell BrooksJan 31, 20231.0Horrible advisor. Manipulative, double talk, no email educate, does not respond. Does not keep word on promise of documents. States is a busy office so everything takes time. Every conversation is frustrating, obtaining information is beyond frustrating.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tammy A Reefe, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Tammy A Reefe offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Tammy A Reefe located?
The office is located at 331 E Main Street, Suite 103, Waunakee, WI 53597, USA.
What are the office hours for Edward Jones - Financial Advisor: Tammy A Reefe?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and on Friday from 8:30 AM to 2:00 PM. It is closed on Saturdays and Sundays.
How can I contact Tammy A Reefe at Edward Jones?
You can contact Tammy A Reefe by phone at +1 608-850-6267 or via email at tammy.reefe@edwardjones.com.
Does Edward Jones offer online resources or apps for managing investments?
Yes, Edward Jones provides mobile apps available on both Android and iOS devices for managing your investments conveniently.
Can I schedule a consultation with Tammy A Reefe online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/tammy-reefe/contact/.
What languages are spoken at Edward Jones - Tammy A Reefe's office?
The primary language spoken at the office is English.
Are there any nearby dining options close to Edward Jones in Waunakee?
Yes, nearby dining includes the Red & White Winebar for wine and pub atmosphere, and Yo! for frozen yogurt, perfect spots to visit before or after your financial consultation.
What financial institutions are near Edward Jones - Tammy A Reefe's office?
Summit Credit Union is nearby, offering additional financial services and ATMs that might be useful when visiting the Edward Jones office.
What nearby attractions or services could I explore around Edward Jones' location?
You can visit Mcwatty Park for outdoor activities, Newell Gallery & Fine Wine for art and wine lovers, or the American Legion Post 360 for community events, all located close by.