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: Todd R White
2360 W Washington St, West Bend, WI
53095, United States
Hours
Reviews
4.0
1 reviews
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4 stars
1
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1 star0
- BMBob MillerMar 6, 20204.0He is honest and dedicated to his job
Frequently Asked Questions About Edward Jones - Financial Advisor: Todd R White
What services does Edward Jones - Financial Advisor: Todd R White offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management through advisors.
What are the business hours of Edward Jones - Financial Advisor: Todd R White?
Open Monday to Friday from 8:00 AM to 4:00 PM. By appointment only on Mondays to Thursdays.
How can I contact Edward Jones - Financial Advisor: Todd R White?
You can call them at +1 262-334-3556 or email todd.r.white@edwardjones.com.
Where is Edward Jones - Financial Advisor: Todd R White located?
Their office is located at 2360 W Washington St, West Bend, WI 53095, US.
Is it possible to book an appointment online with Todd R White at Edward Jones?
Yes, appointments can be booked online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/todd-r-white/contact/
What languages are spoken at Edward Jones - Financial Advisor: Todd R White?
English is the language spoken at this location.
What nearby dining options can I visit before or after my appointment?
Nearby restaurants include Culver's for burgers, Taco Bell for Mexican fast food, Perkins Restaurant & Bakery, and Good Day Café for breakfast and coffee.
Are there any nearby financial service providers close to Edward Jones - Financial Advisor: Todd R White?
Yes, nearby financial services include H&R Block for tax and accounting, PNC Bank, OneMain Financial for loans and investing, and Liberty Tax for tax services.
What local services are available near Edward Jones that might be useful?
Local services nearby include Foot Clinic of West Bend for podiatry, Help Corner of Washington County for community assistance, Master Cleaners for laundry, and Cost Cutters for hair salon services.
Where can I find more information and tools for retirement planning offered by Edward Jones?
You can use their retirement savings calculator at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to plan your retirement readiness.