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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 4pm

Edward Jones-Financial Advisor: Tara Rotfeld

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Waukesha, WI
Edward Jones-Financial Advisor: Tara Rotfeld

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Investments, Estate Considerations, retirement planning Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

Member SIPC. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Gennell and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/tara-rotfeld for more information.
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10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3UnuW2z

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/04/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3TjDW8r

10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/02/2026

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3VfgHNo

09/30/2026

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/4jxe4QQ

09/28/2026

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/3TQmW9U

09/27/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

09/26/2026

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/4ydoiuf

Address

W249S3642 Center Road
Waukesha, WI
53189

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 4pm

Website

https://www.edwardjones.com/tara-rotfeld

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