Edward Jones Investments

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

Based in Milwaukee, WI, Edward Jones stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in providing personalized assistance, they focus on delivering tailored solutions in investment management, retirement planning, estate planning, and education savings initiatives. The firm boasts a widespread presence with committed financial advisors available across the country, placing a strong emphasis on fostering enduring advisor-client relationships through personalized consultations and continuous support to equip clients for the various stages of life. At Edward Jones, the hallmark of their approach lies in prioritizing individualized client attention, opting for bespoke strategies over a one-size-fits-all, transactional model. By offering thoughtful planning that caters to a diverse range of investors, the firm ensures that each client receives a unique and comprehensive financial experience that aligns with their specific needs and long-term goals. Through their commitment to personalized care and tailored solutions, Edward Jones makes intricate financial planning accessible and attainable for all those seeking to navigate the complexities of wealth management and investment decisions. Generated using this brand's available information

Located in Waukesha, WI, EDWARD JONES INVESTMENTS - Tara L Rotfeld stands as a financial services firm specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their approach revolves around providing personalized guidance, with a focus on tailored solutions that span investment management, retirement and estate planning, and education savings programs. What sets them apart is their network of dedicated financial advisors available nationwide, who prioritize fostering strong relationships with clients through consultations and continuous support, ensuring clients are well-equipped to navigate life's various stages. At EDWARD JONES INVESTMENTS - Tara L Rotfeld, the emphasis lies in individual client care, where they excel in crafting customized strategies that cater to each client's unique needs, steering away from a one-size-fits-all, transactional experience. By making thoughtful planning easily accessible to a diverse range of investors, they have established themselves as a go-to destination for those seeking comprehensive financial guidance. With a commitment to offering tailored solutions and fostering enduring advisor-client relationships, this firm remains dedicated to helping clients prepare effectively for their financial futures. Generated using this brand's available information