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: Josh Peterson, CEPA®
1204 E Bluff Rd, Whitewater, WI
53190, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Peterson, CEPA®
What services does Edward Jones - Financial Advisor: Josh Peterson provide?
Edward Jones offers financial advising, investment management, investment funds, and stock broker services through advisor Josh Peterson.
Where is Edward Jones - Financial Advisor: Josh Peterson located?
The office is located at 1204 E Bluff Rd, Whitewater, WI 53190, United States.
What are the business hours for Edward Jones - Financial Advisor: Josh Peterson?
Open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 3:00 PM, and closed on Saturdays and Sundays. Saturday appointments are by appointment only.
How can I schedule an appointment with Josh Peterson at Edward Jones?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-peterson/contact/.
Does Edward Jones offer resources for learning about IRAs?
Yes, Edward Jones provides educational resources about IRAs on their official site, including details about Roth vs traditional IRAs.
What specialities does Josh Peterson focus on at Edward Jones?
Josh specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
What nearby places can I visit when visiting Edward Jones in Whitewater?
Nearby places include Whitewater Makerspace, a community creativity hub; Bluff Ridge Apartments for accommodation; and the Greenhill Center of the Arts for local cultural events.
Are there convenient amenities near Edward Jones for customers?
Yes, nearby amenities include Kwik Trip convenience store and gas station, Dollar General discount store, and Pete's Tire Service for automotive needs.
What nearby services might be useful for business or shipping needs?
Nearby, UPS Authorized Shipping Outlet offers courier and shipping services, and Legend Distributing provides building supplies and freight services.
Is Edward Jones - Financial Advisor: Josh Peterson available during weekends?
The office is closed on Saturdays and Sundays; however, Saturday appointments are available by appointment only.