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Edward Jones - Financial Advisor: Ricki Holtzman Owner verified
1319 W Main St Watertown, WI, 53094Last time updated: 12/12/25, 3:12 PM
About
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
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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.
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