Edward Jones - Financial Advisor: Steven L Halverson - Monona, Wisconsin

Edward Jones - Financial Advisor: Steven L Halverson

Edward Jones is a well-established financial services firm with a branch located at 5690 Monona Dr, Monona, WI 53716, United States. The financial advisor at this branch is Steven L Halverson, who provides expert guidance on a range of financial matters.

Specializing in Financial Advisor services, Finance broker, Investment service, and Stock broker, Steven Halverson is committed to helping clients achieve their financial goals. The office is accessible, with Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet facilities available. Clients are encouraged to make Appointments as Appointment required and Appointments recommended.

With a 5 out of 5 average opinion rating based on 3 reviews on Google My Business, it's clear that Steven Halverson and his team at Edward Jones are highly regarded in the community. One satisfied client noted, 'We have been trusting Steve Halverson of Edward Jones to manage our investment portfolio since its humble beginnings in May, 1991. At that time, Steve was happy to work with our miniscule initial investment, and he helped guide our long-term strategy. He listens to our sensibilities and risk acceptance, and makes recommendations accordingly to keep our portfolio diversified. With Steve's help, we have arrived at our retirement goal (plus some). Highly recommended.'

For those seeking a knowledgeable and reliable financial advisor, Steven L Halverson at Edward Jones in Monona, WI is definitely worth considering. With a commitment to personalized service and a proven track record of success, Steven and his team can help you navigate the complexities of financial planning and investing.

👍 Reviews of Edward Jones - Financial Advisor: Steven L Halverson

Nataraj H.

5/5

We have been trusting Steve Halverson of Edward Jones to manage our investment portfolio since it's humble beginnings in May, 1991. At that time, Steve was happy to work with our miniscule initial investment, and he helped guide our long-term strategy. He listens to our sensibilities and risk acceptance, and makes recommendations accordingly to keep our portfolio diversified. With Steve's help, we have arrived at our retirement goal (plus some). Highly recommended.

timothy G.

5/5

Steve is a genuine personal individual and an optimist addatud. The market is what it is.for the last 10 year's I'm glad to Steve in my corner

Jeff M.

5/5

High level of integrity and tremendous knowledge.