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: Katie E Pederson, CFP®
1010 E Main St, Bozeman, MT
59715, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
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- SJSherri JohnstonJul 29, 20225.0Bobby Dorvall took care of me. I moved from Texas back home and needed a good financial advisor! Jackpot!!
- CJcraig johnsonFeb 14, 20185.0I have been going to Jim for a couple years now and I am very glad that we have him as a Financial Advisor. His customer service exceeds all of my expectations. I feel very comfortable and everything is explained very well to me and ours goals are a top priority for him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie E Pederson, CFP®
What services does Edward Jones - Financial Advisor: Katie E Pederson, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Katie E Pederson, CFP® located?
The office is located at 1010 E Main St, Ste B, Bozeman, MT 59715, USA.
What are the business hours for Edward Jones - Financial Advisor: Katie E Pederson, CFP®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Katie E Pederson directly?
You can contact her via email at katie.pederson@edwardjones.com or by phone at +1 406-586-4500.
Are there any online tools offered to help plan for retirement?
Yes, Edward Jones offers a retirement savings calculator to help you assess your retirement readiness.
Can I book a consultation online with Katie E Pederson?
Yes, you can schedule an appointment through the reservation page at Edward Jones' website for Katie E Pederson.
What is the main language spoken at Edward Jones in Bozeman?
English is the primary language spoken at Edward Jones - Financial Advisor: Katie E Pederson, CFP®.
Are there any hotels nearby where out-of-town clients can stay?
Yes, nearby accommodations include Bozeman Treehouse and Residence Inn Bozeman Downtown, which are convenient options for visitors.
What dining options are available near Edward Jones in Bozeman?
Nearby restaurants include Red Tractor Pizza, a pizza and fast food option, and Spitz - Bozeman, offering Mediterranean cuisine and a bar.
Are there any healthcare services close to Edward Jones in Bozeman?
Yes, East Main Medical Clinic, Bozeman Foot & Ankle Clinic, and Bridge Physical Therapy provide various medical and therapy services near Edward Jones' location.