Edward Jones
19yrs
Top 25% by experience at Edward Jones
Financial advisors in Windsor, WI
Looking for a financial advisor in Windsor, WI? We list 4 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
4Advisors with offices here
17Median years of experience
0%At fee-only firms
2Firms represented
Largest firms here: Edward Jones (2), Osaic Wealth (2).
Nearby: Deforest, Sun Prairie, Waunakee, Madison, Middleton, Cottage Grove, Marshall, Lodi.
Osaic Wealth
17yrs
More experience than 54% of advisors nationwide
Edward Jones
3yrs
3 years in the industry
Osaic Wealth
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.