Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA® - Windsor, Wisconsin
Address: 6725 Lake Rd, Windsor, WI 53598.
Phone: 89123330.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA®
⏰ Open Hours of Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA®
- Monday: 7:30 AM–6 PM
- Tuesday: 7:30 AM–6 PM
- Wednesday: 7:30 AM–6 PM
- Thursday: 7:30 AM–6 PM
- Friday: 7:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA®
Edward Jones is a leading financial services firm that offers investment and retirement products and services to individuals and businesses. The company is represented locally by financial advisor Jacob Vehring, who holds prestigious certifications including CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), and CEPA® (Chartered Financial Consultant).
Location and Contact Information
Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA®
Address: 6725 Lake Rd, Windsor, WI 53598
Phone: 89123330
Website: edwardjones.com
Specialties and Services
Specialties: Financial consultant, Finance broker, Investment service, Stock broker
Edward Jones and Jacob Vehring provide a wide range of financial services, including:
- Investment advice and portfolio management
- Retirement planning and annuities
- Insurance products and estate planning
- Tax-efficient investing strategies
Accessibility and Appointments
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Client Experiences and Reviews
This company has received 1 review on Google My Business, with an impressive average rating of 5/5. One satisfied client shares their positive experience with financial advisor Devin, who provided clear explanations and made them feel comfortable exploring new ways to grow their wealth.
With a strong reputation in the financial industry and a commitment to personalized service, Edward Jones and Jacob Vehring are well-equipped to help individuals and businesses achieve their financial goals.
👍 Reviews of Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA®
