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Edward Jones - Financial Advisor: Ricki Holtzman Owner verified

1319 W Main St Watertown, WI, 53094
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Last time updated: 6/3/26, 7:40 AM
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Financial Services, Financial Advising
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About

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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If you've inherited money from your own 'Grandpa Lou' and are considering getting that money invested, know your options.
Frequently Asked Questions
What languages does Edward Jones - Financial Advisor: Ricki Holtzman specialize in?
English.
What are Edward Jones - Financial Advisor: Ricki Holtzman specialties?
401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs.
What are Edward Jones - Financial Advisor: Ricki Holtzman main products?
Financial Advisor.
What are Edward Jones - Financial Advisor: Ricki Holtzman main services?
Financial Advising, Investment Management, Investment Funds, Stock Broker.
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Start now!
Categories
Financial Services, Financial Advising
Attention business owner!
Register your business now and enhance your global reach with iGlobal.
Start now!
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