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: Ben York
4535 Valley Commons Dr, Bozeman, MT
59718, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Ben York
What services does Edward Jones - Financial Advisor: Ben York offer?
Edward Jones at Ben York offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Ben York located?
The office is located at 4535 Valley Commons Dr, Ste 203, Bozeman, MT 59718, USA.
How can I contact Edward Jones - Financial Advisor: Ben York?
You can reach them at their main phone number +1 406-770-7394 or their alternate phone +1 406-404-1939. Email inquiries can be sent to ben.york2@edwardjones.com.
What specialties does Ben York focus on at Edward Jones?
Ben York specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Ben York?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/ben-york2/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Ben York?
The office provides services in English.
Are there financial service providers nearby Edward Jones - Financial Advisor: Ben York?
Yes, Edward Jones - Financial Advisor: Alex Buell is nearby, offering additional financial services if needed.
What nearby spots can I visit after my appointment at Edward Jones?
You can enjoy a drink at Single Barrel Liquor and Bar or have a meal at Hachi Sushi Pub or Liberty Burger, all conveniently close by.
Are there health and wellness services close to Edward Jones - Financial Advisor: Ben York?
Yes, nearby options include Bozeman Primary Care, Bozeman Oral Surgery and Implant Center, Lone Peak Physical Therapy, and Big Sky Dermatology for various health and wellness needs.
Does Edward Jones provide mobile apps for easier account management?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms to help you manage your investments more conveniently.