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: Scott Cayo, CFP®
9209 W Center Street, Wauwatosa, WI
53222, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- JHJoshua HanzlikAug 4, 20255.0My family has been working with Scott and company since 2019 and appreciate his valuable insight. Without having met or heard of Scott prior to 2019, we got to know him quickly and he got to know our family. Scott is thorough and provides good guidance to assist us. We highly recommend Scott in his role.
- KEKathleen EwaldJul 30, 20255.0We’ve been working with Scott for almost ten years. He is wonderful. He has helped us get our finances in order. Now we are confident we are on the right track. Plus, he is such a personable guy. He has taken the time to know our family and understand our future (and current) goals and dreams.
- SBSamantha BJul 24, 20255.0Scott is a very personable financial advisor who truly wants for the best for his clients. He takes time to get to know you as a person, not just an account.
- KLKaren LowerrJun 19, 20235.0I was referred to Scott by one of my best friends. I have worked with Scott over the last 12 years. He truely cares about his customers, remembers important life events and has great follow through on any request (investments, insurance, etc). I started with transferring over old 401K accounts to Traditional IRA. Now I have multiple products through Scott's agency. My husband switched his investments to Scott's office as well. He is very serious, a life long learner, funny and super honest. I would recommend Scott Cayo and Edward Jones. What are you waiting for? Call him.
- ECEm CurtisSep 16, 20225.0Scott is one of the most honest people I know. Ups and downs in my life but I never felt judged by him, more like I'm a person in the world with a life and a future and he has information and knowledge that can help me make sound decisions. However, to be honest, Scott's honesty is not why I went with Edward Jones. I first met him when he knocked on my front door one afternoon out of the blue, not selling anything, not even a clipboard or pen. He was helping out one of my neighbors, who was a (new-ish?) client of his. She needed me to come over or something and he was doing her a favor. ...unrelated to IRAs, stocks, bonds etc. My neighbor mentioned he was new in the area, worked for Edward Jones and would be setting up shop...like we lived in Mayberry. Anyhoo, I think I had a 401-K through work at the time, no other retirement plan but I knew I was at a "certain age" and I at least was ready to cringe and find out how bad my situatIon was. I admit, I am a hands-free retirement planner, meaning I am not into researching stocks, getting on the horn to buy low or sell high (which I think I learned from "Trading Places" - great movie!!) Anyhoo... Thanks to Scott, I have a plan in place and, quite simply, that's my top priority. I can't predict the economy but I have an advisor to help me keep my plan in place. So somewhere in all of that I'm trying to explain that it's never blanket trust. It's each, individual honest action that makes me say that Scott is one of the most honest people I know. He can keep my business and I recommend him. Well also I met his Mom very briefly once and I like her. How can you not trust people who have a nice mom?!
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott Cayo, CFP®
What services does Edward Jones - Financial Advisor: Scott Cayo, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advisory services.
Where is Edward Jones - Financial Advisor: Scott Cayo located?
The office is located at 9209 W Center Street, Wauwatosa, WI 53222, USA.
What are the business hours for Edward Jones - Financial Advisor: Scott Cayo?
The office is open Monday to Thursday from 9:00 AM to 4:00 PM, Friday from 9:00 AM to 3:00 PM, and is closed on Saturdays and Sundays, but appointments are available by appointment only on Saturdays.
How can I contact Edward Jones - Financial Advisor: Scott Cayo?
You can contact them by phone at +1 414-258-2060 or via email at scott.cayo@edwardjones.com.
Can I schedule an appointment online with Scott Cayo?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-cayo/contact/.
Does Edward Jones offer tools to help with retirement planning?
Yes, they offer a retirement savings calculator available online to help you plan and prepare for your financial future.
What languages does the Edward Jones office of Scott Cayo support?
The office supports English for all consultations and services.
What nearby businesses can I visit around Edward Jones at 9209 W Center Street?
Nearby, you can visit tosa accounting & tax for tax services, Sully’s Sandwiches for a quick meal, and Inner Light Yoga Studios or Inner Shine Wellness for yoga and wellness classes.
Are there any fitness or wellness centers near Edward Jones - Financial Advisor: Scott Cayo?
Yes, Curves gym, Inner Light Yoga Studios, and Inner Shine Wellness are all nearby options for fitness and wellness services.
What local amenities can I check out before or after my appointment at Edward Jones?
You can enjoy a meal or coffee at Miss Molly’s Cafe & Pastry Shop or visit Manders Picture Framing Service for arts and crafts supplies nearby.