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Edward Jones - Financial Advisor: Jeane M Schell

7441 S 27th St Suite 202, Franklin, WI 53132, USA
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Detailed Information
Openning hours
  • Monday 8:30 AM – 6:00 PM
  • Tuesday 8:30 AM – 5:00 PM
  • Wednesday 8:30 AM – 5:00 PM
  • Thursday 8:30 AM – 7:00 PM
  • Friday 8:30 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed
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Edward Jones - Financial Advisor: Jeane M Schell
Edward Jones - Financial Advisor: Jeane M Schell
Edward Jones - Financial Advisor: Jeane M Schell
Reviews
Katherine fulfer (03/20/2014)
We have been working with Marc for the last 3 years and he is doing a great job with our investments. He is very pro active. With his help we are securing our financial future. He has helped guide us through the process of selecting investments that fit our comfort level. We have found him to be very responsive to our concerns. Marc takes the extra time to educate us accordingly. He is enthusiastic and very professional. We couldn't be happier with his services.
Connor Kerry (03/19/2014)
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.nWe'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.
Lynn La Malfa (03/28/2014)
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.nnWe 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.
Sanford Countryman (03/31/2014)
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.
Josh Fulfer (03/25/2014)
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.
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