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: Ben Peterson, CFP®
1250 A W Campus Drive, Wausau, WI
54401, United States
Hours
Reviews
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- MHMike HusnickFeb 26, 20255.0When choosing my financial advisor, I had some boxes that needed checking. Trustworthiness was my top box. I was looking for an experienced advisor, one that has been through exploding markets as well as navigating down markets. I needed someone who really listened to our needs and understood our goals. And honestly...someone who cares. Ben has checked every one of these boxes and other boxes that I didn't know existed. He is extremely thorough, you never leave his office or a phone call with him with questions. The level of support and kindness I receive from his support team doesn't surprise me in the least. Not only did I score on an amazing financial advisor, butI feel like I gained a friend in the process. Hands down, Ben is your guy.
- JMJames Mueller-McDonaldAug 6, 20245.0Ben Peterson is the best! Very knowledgeable, bright, intelligent, and smart… enjoy doing business with him.
- ELEmmalita LowMay 5, 20235.0All the staff here are wonderful!
- BHBill HApr 1, 20195.0Play on words here - Ben P is a Rockstar financial adviser. Seriously, we've even gotten our children on board here we are so pleased.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ben Peterson, CFP®
What services does Edward Jones - Financial Advisor: Ben Peterson, CFP® offer?
They offer personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Ben Peterson, CFP® located?
The office is located at 1250 A W Campus Drive, Wausau, WI 54401, United States.
What are the typical operating hours for Edward Jones - Financial Advisor: Ben Peterson, CFP®?
Monday to Thursday, they are open from 8:00 AM to 5:00 PM; Fridays from 8:00 AM to 3:00 PM; the office is closed on Saturdays and Sundays, but appointments are available by appointment on Saturdays.
How can I make an appointment with Edward Jones - Financial Advisor: Ben Peterson, CFP®?
Appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/ben-peterson/contact/ or by emailing ben.peterson@edwardjones.com.
What languages are spoken at Edward Jones - Financial Advisor: Ben Peterson, CFP®?
English is spoken at this location.
Does Edward Jones - Financial Advisor: Ben Peterson, CFP® have a presence on social media?
Yes, they have a Facebook page at https://www.facebook.com/573348269448086 and their Twitter handle is @EdwardJones.
What nearby dining options can I visit before or after my appointment with Edward Jones?
Nearby dining options include Philly's Subs & Gyros for sandwiches, BroKogi Korean Fusion Cuisine for Korean dishes, Phillez which offers coffee and sandwiches, McDonald's for fast food, and Taco Bell for Mexican fast food.
Where can I find nearby convenience stores or gas stations near Edward Jones - Financial Advisor: Ben Peterson?
You can find Kwik Trip and KWIK TRIP #322 nearby, which offer convenience store items, gas, and liquor.
Are there fitness centers close to Edward Jones - Financial Advisor: Ben Peterson where I can exercise before or after my visit?
Yes, nearby gyms include Lift, Snap Fitness, and LIFT NORTH for fitness and recreation.
What should I expect in terms of personalized service at Edward Jones - Financial Advisor: Ben Peterson, CFP®?
Clients receive tailored financial advice through face-to-face consultations focused on their individual goals, ensuring confidence and security in their financial future.