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: Colin J Dewey, ABFP®|CRPC™
10501 W Research Dr, Wauwatosa, WI
53226, United States
Hours
Reviews
5.0
29 reviews
5 stars
29
4 stars0
3 stars0
2 stars0
1 star0
- BLBenjamin LilienkampSep 17, 20255.0Working with Colin was a great experience! Colin was able to answer all of my questions as a recent college graduate, and provided really beneficial insight into my financial situation. He not only seemed very knowledgeable, but genuinely cared about setting me up for financial success in my future and following up on the progress of my situation. I am very grateful for the guidance he provided and definitely plan to utilize the strategies he helped walk me through. I would recommend Colin to anyone looking for financial advice!
- HLHannah LilienkampAug 21, 20255.0I had such a great experience working with Colin FA! As someone fresh out of college, I felt pretty overwhelmed with student loans and figuring out how to start saving the right way. Colin walked me through everything, answered all my questions, and gave me clear strategies that actually make sense for where I’m at in life. He was patient, knowledgeable, and genuinely cared about helping me build a strong financial foundation. I’m really grateful for his guidance and would definitely recommend him to anyone looking for financial advice!
- BSBrian SchumacherNov 10, 20235.0Colin helped us consolidate savings and retirement accounts from a handful of different jobs. He also helped us set financial goals and start better planning and investing in our and our children’s futures.
- KSKate SieberAug 5, 20205.0I recently consolidated all of my retirement funds to Edward Jones with Colin. One of the things I liked best about working with Colin was that he made sure I understood everything that was going on, we made a long-term plan together, and helped me understand where some of my portfolio could be better invested. Colin is probably one of the most genuine people I've ever met and I am thankful he is going to help me get to retirement (one day!)
- AMAmiee MeleroMay 29, 20205.0Colin does a wonderful job explaining things, keeping you up to date on the market conditions, contacting often to check-in.
Frequently Asked Questions About Edward Jones - Financial Advisor: Colin J Dewey, ABFP®|CRPC™
What services does Edward Jones - Financial Advisor: Colin J Dewey provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, all tailored to individual client needs through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Colin J Dewey?
The office is open Monday through Friday from 8:30 AM to 5:30 PM and is closed on weekends.
Where is Edward Jones - Financial Advisor: Colin J Dewey located?
They are located at 10501 W Research Dr, Suite 202, Wauwatosa, WI 53226, USA.
How can I contact Colin J Dewey at Edward Jones?
You can reach Colin J Dewey by phone at +1 414-778-0509 or by email at colin.dewey@edwardjones.com.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, Edward Jones provides a Retirement Savings Calculator to help you prepare for your future, available on their website.
What products are offered by Edward Jones - Financial Advisor: Colin J Dewey?
They offer financial advisory products including stocks and bonds, investment management, and brokerage services.
Which languages are spoken at Edward Jones - Financial Advisor: Colin J Dewey?
English is the language used for consultations and services.
Are there any mortgage lenders near Edward Jones that clients might consider?
Yes, nearby mortgage lenders include PrimeLending, A PlainsCapital Company - Milwaukee and PrimeLending, which could assist clients with mortgage or loan needs.
What nearby financial services complement Edward Jones' offerings?
Nearby financial services such as Lewis Financial Group and Nationwide Mutual Insurance Company provide additional financial advising and insurance services, useful for clients seeking comprehensive financial planning.
Are there any nearby amenities or places to visit before or after meeting at Edward Jones?
Clients can visit Peach Skillet restaurant nearby for a meal and also benefit from professional services like CliftonLarsonAllen LLP, which provides business consulting.