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
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Edward Jones - Financial Advisor: Jim Stumbo, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Stumbo, CFP®
What services does Edward Jones - Financial Advisor: Jim Stumbo, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Jim Stumbo, CFP®?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM and Fridays from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jim Stumbo, CFP® located?
They are located at 1934 Stadium Dr, Suite C, Bozeman, MT 59715, USA.
How can I contact Edward Jones - Financial Advisor: Jim Stumbo, CFP®?
You can call them at +1 406-586-0053 or email jim.stumbo@edwardjones.com for inquiries or appointment scheduling.
Is there an online way to schedule an appointment with Jim Stumbo?
Yes, you can schedule appointments through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-stumbo/contact/.
Does Edward Jones - Financial Advisor: Jim Stumbo provide any online tools or apps for clients?
Yes, Edward Jones offers mobile apps for both Android and iOS available on Google Play and the Apple App Store to help clients manage investments and access financial resources.
What languages are spoken at Edward Jones - Financial Advisor: Jim Stumbo?
Services are provided in English.
Which nearby real estate agencies can clients visit when consulting at Edward Jones - Financial Advisor: Jim Stumbo?
Nearby real estate agencies include Highland Realty Bozeman Brokers, Bozeman Montana Real Estate - Candis Dorsch, and Small Dog Realty Team with Broker Pam McCutcheon. Clients interested in property investments may find it convenient to consult these agencies along with Edward Jones.
Are there wellness or spa services near Edward Jones in Bozeman?
Yes, Instinct Holistic Medical Spa and IV4Wellness are nearby. Clients may enjoy visiting these wellness centers before or after their financial consultations for relaxation or health services.
What dining options are available near Edward Jones - Financial Advisor: Jim Stumbo in Bozeman?
Bozeman Market & Deli is a nearby restaurant and delicatessen where clients can grab a meal or snack when visiting the area for their financial advising appointments.