Edward Jones - Financial Advisor: Jill Steenis, CFP®|CEPA®|ABFP™|AAMS™ - New Richmond, Wisconsin

Edward Jones - Financial Advisor: Jill Steenis, CFP®|CEPA®|ABFP™|AAMS™

Edward Jones is a prominent financial services firm that offers personalized investment solutions. Located at 227 Meridian Dr Suite 3, New Richmond, WI 54017, United States, their financial advisor Jill Steenis, CFP^®|CEPA^®|ABFP^™|AAMS^™, is committed to helping clients achieve their financial goals. With a phone number of 7152460790 and a website at edwardjones.com, Jill and her team provide specialized services including financial consulting, finance brokering, investment services, and stock brokering.

Specialties and Services

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Accessibility Features

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom
• Appointments recommended

Client Opinions and Reviews

This company has received acclaim from clients, boasting an impressive average rating of 5/5 based on two reviews on Google My Business. One client reported that Jill helped them navigate the transition of a 401k to an IRA seamlessly, while another praised the team's guidance in finding the best ways to start investing or saving for the future.

With Jill Steenis' expertise and the comprehensive services offered by Edward Jones, clients can trust in a reliable and knowledgeable source for their financial planning needs.

👍 Reviews of Edward Jones - Financial Advisor: Jill Steenis, CFP®|CEPA®|ABFP™|AAMS™

Jeremy R.

5/5

Jill helped us a lot with transferring a 401k to an IRA so that we could maintain some retirement savings when changing companies.

Michael A.

5/5

They are great to help you find the best way to start investing or saving fore your future.