Edward Jones

Welcome to Merrill Lynch in Waukesha, WI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

It is our strong belief that every client has different needs. Every financial plan we produce is totally customized to that client's situation. We strive to go beyond the numbers by listening carefully to determine what our clients want to achieve. We work with clients' existing professionals, and we have assembled a team consisting of attorneys, CPAs, business brokers, etc. who can be accessed for clients with specific needs. Our role is to coordinate the activities of these professionals to maintain the big picture. Investors Advisory Group was established in 1985. Our staff consists of experienced investment professionals who hold advanced designations and degrees. In addition, our support team is dedicated to professional courtesy, accuracy and exceptional customer service. Investors Advisory Group is a full service financial planning firm. For every aspect of your financial life, our professionals are committed to providing objective recommendations to help achieve the goals that each client has established. Financial planning is not just about investments. It is that and so much more. At IAG we take the time to discuss your plans, goals, and even your insecurities about any one of all of the following: