📍 214 E Main St, Marshall, WI, 53559
📞 608-655-3697
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 1001 W Main St, Sun Prairie, WI, 53590
📞 608-318-2633
Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning. As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can: • Help you identify your personal and financial goals (your destination). • Recommend solutions tailored to your specific needs (your roadmap). • Explain how and when to make adjustments to your financial plan (roadside assistance). On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy. Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.
📍 333 Cannery Sq, Sun Prairie, WI, 53590
📞 608-837-2700
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 100 Wilburn Rd Ste 101, Sun Prairie, WI, 53590
📞 608-834-9594
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 425 W Cottage Grove Rd Ste A Ste A, Cottage Grove, WI, 53527
📞 608-839-3833
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 2542 Ironwood Dr, Sun Prairie, WI, 53590
📞 608-834-9311
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 3140 Edmonton Dr Ste 500, Sun Prairie, WI, 53590
📞 608-825-8135
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 809 N Main St Suite 2 Ste 2, Lake Mills, WI, 53551
📞 920-648-1852
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 124 E Lake St, Lake Mills, WI, 53551
📞 920-648-3876
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 5202 Eastpark Blvd Suite 107 Ste 107, Madison, WI, 53718
📞 608-240-9148
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.