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.
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Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®
Shayla is overflowing with integrity and passion to assist her clients realize their dreams. I can’t recommend Shayla enough! She is a hard worker and will move heaven and earth to meet her client’s needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®
What are the regular business hours for Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®?
The office is open Monday through Wednesday from 8:00 AM to 4:00 PM, Thursday from 8:00 AM to 3:30 PM, and Friday from 8:00 AM to 2:00 PM. It is closed on weekends.
Are appointments required to meet with the financial advisor on Thursdays and Fridays?
Yes, services are available by appointment only on Thursdays and Fridays.
What types of financial services does Edward Jones - Financial Advisor: Shayla J Berumen, ChFC® provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual client needs.
What is the address and contact information for Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®?
The office is located at 103 W Jefferson Ave, Ste B, Belgrade, MT 59714, USA. You can reach them by phone at +1 406-924-1740 or email shayla.berumen@edwardjones.com.
Is there a way to schedule an appointment online with Shayla J Berumen?
Yes, appointments can be scheduled online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/shayla-berumen/contact/.
Does Edward Jones - Financial Advisor: Shayla J Berumen, ChFC® offer any online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which nearby financial services providers are located close to Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®?
Nearby financial advisors include Edward Jones - Financial Advisor: Kelly Swanson and Edward Jones - Financial Advisor: Shayla Mills, as well as Rocky Mountain Credit Union located close by.
What dining options are available near Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®?
Nearby restaurants include Papa Murphy's (pizza restaurant), TacoTime (Tex-Mex), Damasco's (Italian), Curry Express (Indian), and Fixxology Drinks (smoothie and diner).
Are there any nearby health or wellness services near Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®?
Yes, nearby health and wellness options include Big Sky Orthodontics, Belgrade Family Dental, Big Sky Massage Therapy, Healing Hearts Counseling, and Behavioral Health Consulting Solutions.
What other types of nearby businesses could be useful for a customer visiting Edward Jones - Financial Advisor: Shayla J Berumen, ChFC®?
Customers can find services like printing at Allegra Marketing Print Mail and Insty-Prints, property management with 4G Property Management, pet grooming at 2 Sisters Grooming, and shipping services from The UPS Store 2899 nearby.