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: Jim Kubiak, CPWA®|CEPA®
4265 Fallon Street, Bozeman, MT
59718, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Kubiak, CPWA®|CEPA®
What kind of investment services does Edward Jones - Financial Advisor: Jim Kubiak offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jim Kubiak located?
The office is located at 4265 Fallon Street, Suite 3A, Bozeman, MT 59718, United States.
What are the office hours for Edward Jones - Financial Advisor: Jim Kubiak?
The office is open Monday to Thursday from 7:00 AM to 5:00 PM and on Friday from 7:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Jim Kubiak at Edward Jones?
You can reach Jim Kubiak by phone at +1 406-587-5457 or by email at jim.kubiak@edwardjones.com.
Does Edward Jones - Financial Advisor: Jim Kubiak have an online presence where I can learn more?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/jim-kubiak and also find Jim on LinkedIn at https://www.linkedin.com/in/ejadvisorjimkubiak.
Are there mobile apps available to manage investments with Edward Jones?
Yes, there are Edward Jones apps available for both Android and iOS devices via Google Play and the Apple App Store.
What nearby health and wellness centers can I visit around Edward Jones?
Near Edward Jones you can find Advanced Eyecare Associates for optometry, Robinson Brand and Sayre Orthodontics for dental care, Linebarger Chiropractic for physical therapy, and Bozeman Sports Medicine for general health services.
Are there any gyms or fitness centers near Edward Jones in Bozeman?
Yes, Ridge Athletic Clubs and The Ridge Athletic Club are nearby gyms where you can engage in sports and fitness activities before or after your appointment.
What financial or real estate services are nearby Edward Jones?
Nearby you can find Waypoint Wealth Management for financial advising and insurance, several real estate groups like Bozeman Real Estate Group, and insurance agency Leintz Insurance Agency.
How can I schedule a consultation with Jim Kubiak at Edward Jones?
You can book an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/jim-kubiak/contact/.