Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Wayne M Wallace, CFP®|AAMS®
2526 Shiloh Rd, Billings, MT
59106, United States
Hours
Reviews
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- KBKatherine BellAug 31, 20255.0Wayne is a knowledgeable advisor with a true passion for finance and investing. My husband and I enjoy chatting and sharing stories with him, while also learning about smart investing and saving. Highly recommend his services - he’s a pro and a joy to work with!
Frequently Asked Questions About Edward Jones - Financial Advisor: Wayne M Wallace, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Wayne M Wallace, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Wayne M Wallace, CFP®|AAMS® located?
The office is located at 2526 Shiloh Rd, Suite 5, Billings, MT 59106, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Wayne M Wallace?
They are open Monday to Thursday from 8:00 AM to 4:00 PM, and Fridays from 8:00 AM to 3:00 PM. They are closed on Saturdays and Sundays.
Can I schedule an appointment to visit Edward Jones outside of regular hours?
Yes, appointments are available by appointment only on Mondays through Fridays, in addition to regular business hours.
How can I contact Edward Jones - Financial Advisor Wayne M Wallace?
You can call +1 406-254-7048 or email wayne.wallace@edwardjones.com to get in touch.
Does Edward Jones provide any online tools for retirement planning?
Yes, they offer a retirement savings calculator available on their website to help you prepare for your future.
Are there any shopping options near Edward Jones - Financial Advisor Wayne M Wallace?
Nearby, you can visit Madeline's Antiques, an antique store and professional shopping service, or Wells Built Inc, a local contractor also associated with shopping services.
What healthcare facilities are near Edward Jones in Billings?
Near Edward Jones, you will find several healthcare options including St Vincent Healthcare, North Shiloh Clinic – Family Medicine, and Intermountain Health North Shiloh Clinic – Transitional Care Group.
Are there any retirement or nursing homes close to Edward Jones - Financial Advisor Wayne M Wallace?
Yes, there are multiple retirement homes nearby such as St John's United, Powers Cottage At St Johns, Cottages at St John's, and Mission Ridge.
How can local events near Edward Jones enhance the client experience?
Clients can enjoy events like the St John's Summer Concert Series nearby, which offers community engagement and a pleasant atmosphere before or after financial consultations.