Financial Services

Marathon County, WI Financial Services

Edward Jones

There's an expression we use at Edward Jones: The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it's important to begin developing a plan today. At Edward Jones of Wausau, WI, we like to look at your individual needs before anything else. Learn about the tools we can offer to help meet your needs below. We don't take our stock recommendations lightly, nor the research that stands behind them.

Our Financial Services and Products Include:

  • Retirement: IRAs and retirement saving plans. For individuals and businesses.
  • Education financial products
  • Estate plans and trusts: We assemble an Estate Planning Team that consists of your financial advisor, an attorney, a CPA or tax professional, a life consultant and a representative from the Edward Jones Trust Company.
  • Account services and tools: Edward Jones advisory solutions, managed account program, portfolio review, direct deposit
  • Investments: Stocks, mutual funds, annuities, fixed-income investments,
  • Saving, Spending and Borrowing Solutions
  • Insurance: Life insurance, long-term care insurance and long-term disability.
  • Online Services: Online account access, online bill payment, e-delivery, personal financial management software

For detailed information about the financial services and packages we offer, please visit us at www.edwardjones.com.

Contact Edward Jones today at 800-335-6637, or browse the website for more information about
our financial advisors
.

Stock Broker - Marathon County, WI - Edward Jones - Financial Stocks - Making sense of investing

 

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