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: Phillip B Berge
833 E Henry Clay St, Whitefish Bay, WI
53217, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Phillip B Berge
What services does Edward Jones - Financial Advisor: Phillip B Berge offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Phillip B Berge located?
The office is located at 833 E Henry Clay St, Whitefish Bay, WI 53217, USA.
How can I contact Edward Jones - Financial Advisor: Phillip B Berge?
You can reach them by phone at +1 414-964-5875 or email phillip.berge@edwardjones.com.
Is it possible to book an appointment online with Edward Jones - Financial Advisor: Phillip B Berge?
Yes, appointments can be made online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/phillip-berge/contact/.
Does Edward Jones - Financial Advisor: Phillip B Berge offer mobile apps for easy account access?
Yes, Edward Jones offers mobile apps available on Android and iOS to manage your investments conveniently.
Which languages are supported by Edward Jones - Financial Advisor: Phillip B Berge?
Services and consultations are offered in English.
What can I do near Edward Jones - Financial Advisor: Phillip B Berge after my financial consultation?
Nearby, you can visit Donut Monster for a quick treat, relax with a spa session at Perfect Nails Spa, or enjoy a meal at Better 83, an Asian restaurant.
Are there any parks close to Edward Jones - Financial Advisor: Phillip B Berge for outdoor activities?
Yes, Klode Park and Armory Park are nearby options where you can enjoy the outdoors before or after your visit.
What community services or public facilities are near Edward Jones - Financial Advisor: Phillip B Berge?
Nearby public facilities include the Whitefish Bay Village Hall, Whitefish Bay Police Department, and Village of Whitefish Bay community services.
How can Edward Jones - Financial Advisor: Phillip B Berge help with retirement planning?
They provide tailored retirement planning strategies, including a retirement savings calculator tool available online to help you prepare for your future.