📍 317 Oakton Ave, Pewaukee, WI, 53072
📞 262-695-1109
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.
📍 161 W Wisconsin Ave Ste 2a Ste 2a, Pewaukee, WI, 53072
📞 262-695-5308
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.
📍 1300 Capitol Dr Suite C Ste C, Pewaukee, WI, 53072
📞 262-695-9900
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.
📍 2339 W Silvernail Rd, Waukesha, WI, 53188
📞 262-524-9191
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.
📍 285 Forest Grove Dr Ste 210, Pewaukee, WI, 53072
📞 262-695-9142
🌐 thrivent.com
📍 1285 Sunnyridge Rd, Pewaukee, WI, 53072
📞 262-691-2450
📍 N22 W27847 Edgewater Dr Ste 101, Pewaukee, WI, 53072
📞 262-814-1600
🌐 www.shakespearewm.com
Planning for Life. That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.