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Edward Jones - Financial Advisor: Jeane M Schell
- Financial Services
- Franklin, WI
About this business
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.
Location details
7441 S 27th St Ste 202, Franklin, WI, 53132, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was referred to Marc by a Co-worker. I had recently changed jobs and I had left my old 401K at my old employer MGIC. I had never sat down with a financial advisor. Marc took the time to explain the process of rolling a 401 K into a self directed IRA. The process was pretty straight forward and very helpful. We've only been working together for a year and a half but so far my account is doing really well. He also sat with me and my wife to help us with retirement questions we had and how to protect our assets using some ins... read more
Marc has been a big help guiding my wife & I with retirement planning. We couldn't be happier with how things have gone. Marc is very responsive, professional, and has helped us get great results. I strongly recommend him for financial planning help.
We started working with Marc about 3 years ago when our previous financial planner abruptly left the company we were working with and we were never contacted by another representative. From day one Marc and his office staff have been very easy to work with. They are always responsive to our questions and we feel Marc has helped us to make good decisions regarding our investments.
My husband and I have been with Marc almost three years. He is very reliable and knowledgeable. He meets with us every 6 months to make us aware of changes that would affect our portfolio. If he does not know the answer to your question he researches it and finds the answer. We are very happy with Marc as our financial advisor and would highly recommend him. Marc's office personal is well educated in the field also.
Marc is a true professional. I have referred clients from my mortgage business and he has always gone the extra mile to make sure that they are handled with extreme care. Not only am I a client, but I have become a friend as well. Like I said a true professional that truly has a passion for helping people.
Frequently asked questions about Edward Jones - Financial Advisor: Jeane M Schell
How is Edward Jones - Financial Advisor: Jeane M Schell rated?
Edward Jones - Financial Advisor: Jeane M Schell has a 4.8 star rating with 6 reviews.
When is Edward Jones - Financial Advisor: Jeane M Schell open?
Edward Jones - Financial Advisor: Jeane M Schell is open now. It will close at 6:00 p.m.
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