Edward Jones - Financial Advisor: Gregory J. Baumgardt

at 2121 S Kinnickinnic Ave Ste 6, Milwaukee, 53207 United States

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.


Edward Jones - Financial Advisor: Gregory J. Baumgardt
2121 S Kinnickinnic Ave Ste 6
Milwaukee , WI 53207
United States
Contact Phone
P: (414) 294-4034
Website
https://www.edwardjones.com/en_US/fa/index.html&CIRN=425454

Description

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. Or if you are retired, we can help provide strategies to try and maximize retirement income. I joined Edward Jones as a financial advisor in 2010, opening the firm’s second branch office in the city of Milwaukee. Prior to Edward Jones, I began my career at a regional brokerage firm, Robert W. Baird, starting in 2006. I attended the University of Wisconsin-Milwaukee and graduated with a bachelor’s degree in finance as well as marketing. Originally from Racine, I have lived in Milwaukee since 2003. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ uniquegoals and needs. We look forward to the opportunity to meet with you and show the value that Edward Jones and I can provide. Addtionally, my branch office administrator, Lara, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.

Company Rating

88 FB users likes Edward Jones - Financial Advisor: Gregory J. Baumgardt, set it to 11 position in Likes Rating for Milwaukee, Wisconsin in Bank/financial services category

Don't forget to spring forward this weekend! Daylight Saving Time begins Sunday, March 9th.

Published on 2014-03-06 17:38:06 GMT

Join us for the next meeting of our coffee club. Discussing current events, the economy and investing in a relaxed, informal setting is a great way to get to know one another. Hosted by: Greg Baumgardt When: February 20, 2014 at 9:00 a.m. Where: Colectivo Coffee (upstairs) - Bay View 2301 S. Kinnickinnic Ave Milwaukee, WI Coffee and pastries will be provided.

Published on 2014-02-19 21:51:17 GMT

As a reminder, in observation of President's Day, the U.S. Stock Market is closed. Most financial institutions are closed as well.