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: Daniel M Green, AAMS®
11616 W North Avenue, Wauwatosa, WI
53226, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel M Green, AAMS®
What financial services does Edward Jones - Financial Advisor: Daniel M Green, AAMS® provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Daniel M Green, AAMS® located?
The office is located at 11616 W North Avenue, Suite B, Wauwatosa, WI 53226, USA.
What are the office hours of Edward Jones - Financial Advisor: Daniel M Green, AAMS®?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Daniel M Green, AAMS®?
You can reach them by phone at +1 414-258-0828 or by email at daniel.green@edwardjones.com.
Is there an app available for Edward Jones - Financial Advisor: Daniel M Green, AAMS® clients?
Yes, Edward Jones offers an app available on both Android and iOS platforms to help clients manage their investments.
How can I schedule a consultation with Daniel M Green?
You can schedule a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/daniel-green/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Daniel M Green, AAMS®?
Services are provided in English.
Are there other financial advisors nearby?
Yes, nearby is Edward Jones - Financial Advisor: Mark V Thompson, another financial service provider in the area.
What nearby professional services can help with legal or real estate needs?
Nearby you can find Collins Law Firm for legal services and several real estate agents such as Inez Robinson Yobi Homes Realty and Shorewest Realtors to assist with real estate needs.
What fitness options are available near Edward Jones - Financial Advisor: Daniel M Green?
For fitness, T3 Fitness and Fitness By Rob gyms are nearby, offering pilates, boxing classes, and personal training.