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
Frequently Asked Questions About Edward Jones - Financial Advisor: Jon Stites
What services does Edward Jones - Financial Advisor: Jon Stites provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jon Stites located?
It is located at 3970 Valley Commons Dr, Unit 2, Bozeman, MT 59718, USA.
What are the business hours for Edward Jones - Financial Advisor: Jon Stites?
Open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. Closed on Saturdays and Sundays. Appointments are required Monday through Friday.
How can I schedule an appointment with Jon Stites at Edward Jones?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-stites/contact/ or by calling +1 406-994-9189.
What languages are spoken at Edward Jones - Financial Advisor: Jon Stites?
English is the language spoken for client services.
Does Edward Jones provide online tools for retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help plan your retirement.
Are there any real estate agencies near Edward Jones - Financial Advisor: Jon Stites?
Yes, nearby real estate agencies include Taunya Fagan Bozeman Real Estate, Michael Blevins Real Estate, Bozeman Real Estate Taunya Fagan, Big Sky Country MLS, and Arison Antonucci-Burns, Aspire Realty. Clients interested in real estate can conveniently access these services nearby.
What health and wellness services are located near Edward Jones?
Nearby health and wellness services include Grit & Grace counseling and mental health center, Gallatin Valley Pediatric Dentistry, Summit Dental, REintegrative Massage, Indigo Healing and Massage, Divine Chiropractic BZN, and Health In Motion Physical Therapy and Wellness, offering a range of medical, dental, and holistic care options.
What legal services are available near Edward Jones - Financial Advisor: Jon Stites?
The Rabb Law Firm and TitleOne provide legal services nearby, including wills, trusts, probate, and escrow services, making it easy for clients to address legal and financial planning needs in one area.
How can I contact Edward Jones - Financial Advisor: Jon Stites via email?
You can email Jon Stites directly at jon.stites@edwardjones.com for inquiries or appointment requests.