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portrait of Joe Wolke
FINANCIAL ADVISOR

Joe Wolke

CFP®
436 Springfield Pike, Wyoming, OH 45215opens in a new window
CallSend Me a Message

About Joe

As a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones, I believe it is very important to invest my time to understand what your goals and ambitions are before you invest your money. Once we identify your goals, how much risk you are willing to take on and time horizon, we will work together to take the necessary steps to help you achieve those goals.

If what is important to you is retirement planning, education savings for children or grandchildren, or just trying to protect the financial future of the ones that mean the most to you, we will work together to...

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • New Investors
  • Retirement Income Strategies

Work History

  • Edward JonesJuly 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of CincinnatiBachelor of Arts

Team Members

  • Lindsey Wissel
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(513) 821-2960

Fax

(866) 270-0114

Office Address

436 Springfield Pike
Wyoming, OH 45215opens in a new window

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