EJ

Edward Jones - Financial Advisor: Sheri K Plantz, CRPC™

Financial consultant

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Services Offered

  • Retirement planning
  • Education savings strategies
  • Tax-efficient investment management

About

Sheri Plantz is a financial advisor based in La Crosse, Wisconsin, affiliated with Edward Jones. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. Sheri believes in the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families, helping them navigate their investment options and prepare for future financial milestones.

Reviews

Location

2424 State Rd, La Crosse, Wisconsin
Map showing location in La Crosse, Wisconsin
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Contact This Advisor

Business Information

Address

2424 State Rd
La Crosse, Wisconsin 54601

Phone

+1608-788-6420

Website

https://www.edwardjones.com/us-en/financial-advisor/sheri-plantz

Business Hours

Contact for business hours