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Edward Jones - Financial Advisor: Jeane M Schell
7441 South 27th Street, Franklin, Wisconsin, United States
About the Edward Jones - Financial Advisor: Jeane M Schell
Edward Jones - Financial Advisor: Jeane M Schell is a trusted financial institution located at 7441 South 27th Street in Franklin, Wisconsin, United States. Specializing in personalized financial planning and investment strategies, Jeane M Schell and her team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Jeane M Schell is committed to providing tailored solutions to meet your unique needs.
Photos of Edward Jones - Financial Advisor: Jeane M Schell
7441 S 27th St Suite 202, Franklin, WI 53132, United States
Opening hours of Edward Jones - Financial Advisor: Jeane M Schell
Monday:
08:30 - 18:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 19:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Jeane M Schell
"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 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."
"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."
"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 insurance products."
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