Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Alexis Kopecky
2360 W Washington St, West Bend, WI
53095, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Alexis Kopecky
What financial services does Edward Jones - Financial Advisor: Alexis Kopecky offer?
Edward Jones offers Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
What are some specialties of Alexis Kopecky at Edward Jones?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
How can I schedule an appointment with Alexis Kopecky?
You can schedule an appointment through the online reservation link: https://www.edwardjones.com/us-en/financial-advisor/alexis-kopecky/contact/
Where is Edward Jones - Financial Advisor: Alexis Kopecky located?
The office is located at 2360 W Washington St, West Bend, WI 53095, USA.
Does Alexis Kopecky offer support in languages other than English?
Services are offered in English.
Is Edward Jones - Financial Advisor: Alexis Kopecky currently open?
Yes, the business is currently open.
Are there any nearby dining options close to Edward Jones - Financial Advisor: Alexis Kopecky?
Yes, Culver's, Taco Bell, and Perkins Restaurant & Bakery are nearby dining options where customers can eat before or after their visit.
What financial service providers are near Alexis Kopecky's office?
Nearby financial services include Edward Jones - Financial Advisor: Todd R White, H&R Block, OneMain Financial, and PNC Bank, which can complement your financial planning.
Are there any nearby services for car care around Edward Jones' location?
Yes, nearby options include Full Service Car Wash, Kwik Lube Plus, Oil Changers, and Midas West Bend for car wash, oil changes, and repairs.
Where can I learn more about IRAs as mentioned by Edward Jones?
You can learn more about IRAs on the official Edward Jones site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira