Edward Jones - Financial Advisor: Afton N O'Meara, CFP®|CEPA®|CRPC™
5.01 review
Business Details
About
Investment ServiceEdward Jones
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.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Afton N O'Meara, CFP®|CEPA®|CRPC™
1800 W Koch, Bozeman, MT
59715, United States
Reviews
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- TPTess PixleyJul 16, 20255.0Afton has been great to work with. She brings a wealth of knowledge and consistently provides insightful feedback tailored to each situation. Her guidance on what works best at specific times has been incredibly valuable!
Frequently Asked Questions About Edward Jones - Financial Advisor: Afton N O'Meara, CFP®|CEPA®|CRPC™
What services does Edward Jones - Financial Advisor: Afton N O'Meara offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Edward Jones provide for investment planning?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Edward Jones financial advisor Afton N O'Meara?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/afton-omeara/contact/.
Where is Edward Jones - Financial Advisor: Afton N O'Meara located?
The office is located at 1800 W Koch, Suite 10, Bozeman, MT 59715, United States.
What languages are supported by Edward Jones - Financial Advisor: Afton N O'Meara?
The advisor offers services in English.
What is the best way to contact Edward Jones - Financial Advisor: Afton N O'Meara by phone or email?
You can call +1 406-551-1593 or email afton.omeara@edwardjones.com.
Are there nearby financial service locations close to Edward Jones in Bozeman?
Yes, nearby financial services include Coinme (ATMs and currency exchange), Coinstar Kiosk (money transfer services), Stockman Insurance Bozeman, Stockman Bank, and First Montana Bank.
What dining options are near Edward Jones in Bozeman for a meal before or after my appointment?
Nearby restaurants include Wasabi Japanese Steak House, Clark's Fork cafe, Thai Basil Bozeman, Super Chix, Noodles & Company, Biankinis, and Yo Poke.
Are there any fitness or wellness centers near Edward Jones in Bozeman?
Yes, nearby options include CYCLEBAR for cycling classes, F45 gym, Elite Chiropractic, and Bozeman Family Chiropractic for health and physical therapy.
Does Edward Jones have a mobile app for managing investments on the go?
Yes, Edward Jones offers mobile apps available for Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and iOS at https://itunes.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=8.