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: Nathan Birchler, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Nathan Birchler, CFP®
What investment services does Edward Jones - Financial Advisor: Nathan Birchler offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Nathan Birchler?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on Saturdays and Sundays, with Saturday hours available by appointment only.
How can I schedule an appointment with Nathan Birchler?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/nathan-birchler/contact/.
Where is Edward Jones - Financial Advisor: Nathan Birchler located?
Their office is at 2100 Stewart Ave, Suite #110, Wausau, WI 54401, USA.
What languages are spoken at Edward Jones - Financial Advisor: Nathan Birchler?
English is the primary language spoken at this office.
Are there any nearby real estate services near Edward Jones - Financial Advisor: Nathan Birchler?
Yes, several nearby real estate agents and groups like Michelle DuPuis - First Weber Real Estate Services, TJ413 Real Estate, and The Steif Real Estate Team are located nearby and could assist clients interested in property investments.
How can nearby banks like Nicolet National Bank assist clients of Edward Jones in financial planning?
Nicolet National Bank nearby offers banking and financial services which can complement Edward Jones' investment and advisory services for a more comprehensive financial plan.
What other financial advisors are located near Edward Jones - Financial Advisor: Nathan Birchler?
Partners In Planning LLC and Northwestern Mutual Wausau are nearby financial advisor firms that clients might consider for additional investment and insurance services.
Can you access Edward Jones services via mobile apps?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to your investments and account management.
Does Edward Jones provide resources to help plan for retirement?
Yes, they feature a retirement savings calculator on their website to help clients evaluate their retirement readiness.