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: Joe Heeringa
14 W Main St, Waupun, WI
53963, United States
Hours
Reviews
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3 reviews
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- PRPaul RosowskiJan 12, 20235.0Joe is a very practical, trustworthy and sensible Advisor. Great to work with! 👍
- JOJordan OosterhouseJun 19, 20205.0Joe is great to work with. Takes the time to listen. Highly recommended.
- PZpatsy vande zandeNov 25, 20195.0Very helpful
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Heeringa
What services does Edward Jones - Financial Advisor: Joe Heeringa offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Joe Heeringa?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Joe Heeringa?
You can call them at +1 920-324-2188 or email joel.heeringa@edwardjones.com.
Where is Edward Jones - Financial Advisor: Joe Heeringa located?
The office is located at 14 W Main St, Waupun, WI 53963, United States.
Is it possible to make an appointment online with Joe Heeringa at Edward Jones?
Yes, you can schedule an appointment through their online contact page at: https://www.edwardjones.com/us-en/financial-advisor/joel-heeringa/contact/
What languages are spoken at Edward Jones - Financial Advisor: Joe Heeringa?
Services are offered in English.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available online to help you assess your readiness for retirement.
What financial advisory competitors are in the same area as Edward Jones - Financial Advisor: Joe Heeringa?
Some well-known competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby businesses could I visit around Edward Jones - Financial Advisor: Joe Heeringa?
Nearby you can find John Grey - State Farm Insurance Agent, The Parlor Hair Boutique, and Main Street Bistro & Bakery which you might explore before or after your visit.
How can nearby places help me when visiting Edward Jones in Waupun?
Nearby places such as Waupun Area Chamber of Commerce can provide local information, and parking is available at Flint Hills-Waupun. After your appointment, you might enjoy a meal at Main Street Bistro & Bakery or relax at Inn Town Motel if traveling from out of town.