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: Alex Buell, CFP®
4535 Valley Commons Dr, Bozeman, MT
59718, United States
Hours
Reviews
4.8
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- JGjose GarciaNov 29, 20204.0Good service.
- TBTerri BarberMar 20, 20205.0Alex does a great job of listening to and helping determine your needs and goals and then explaining various options without any pressure. He handles our personal investments, as well as Simple IRA’s for our business. He provides regular communication and assurance regarding our investments, which is comforting, especially with the uncertainty and volatility of our current economy.
- LJLarry JohnsonNov 20, 20195.0Alex is an exceptional financial advisor who will listen to your needs and put you on track to financial success. His advice and guidance on rolling over a TSP account was on the mark. Give Alex a call if you want to get on the path to retirement!
- TMTodd McFarlandJan 25, 20195.0Great pair of people.
Frequently Asked Questions About Edward Jones - Financial Advisor: Alex Buell, CFP®
What services does Edward Jones - Financial Advisor: Alex Buell, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Alex Buell, CFP® located?
The office is located at 4535 Valley Commons Dr, Ste 203, Bozeman, MT 59718, USA.
What are the business hours of Edward Jones - Financial Advisor: Alex Buell, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Alex Buell by phone or email?
You can reach them by phone at +1 406-692-3128 or alternate phone +1 406-404-1939, and by email at alex.buell@edwardjones.com.
Is there an online resource to help me prepare for retirement offered by Edward Jones?
Yes, you can try their Retirement Savings Calculator available on their website to plan your retirement.
What languages are spoken at Edward Jones - Financial Advisor: Alex Buell?
Services are provided in English.
How can I schedule a consultation with Edward Jones - Financial Advisor: Alex Buell?
You can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/alex-buell/contact/.
Are there any medical facilities near Edward Jones in Bozeman?
Yes, nearby medical facilities include Bozeman Primary Care, Bozeman Oral Surgery and Implant Center, and Cottonwood Creek Dental.
What local dining options are available near Edward Jones - Financial Advisor: Alex Buell?
Nearby dining spots include Hachi Sushi Pub, Liberty Burger, and The Merry Piglets Mexican Grill, great for meals before or after your appointment.
Are there any wellness or beauty services near Edward Jones - Financial Advisor: Alex Buell?
Yes, you can find services at Evolve Hair Salon, HAAN Skincare, Sapphire Medical Aesthetics, and 406 Body Sugaring nearby.