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: Kelly Swanson
682 S Ferguson Ave, Bozeman, MT
59718, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly Swanson
What types of financial services does Edward Jones - Financial Advisor: Kelly Swanson offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
How can I contact Kelly Swanson at Edward Jones?
You can reach Kelly Swanson by phone at +1 406-388-0665 or email at kelly.swanson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kelly Swanson located?
Their office is at 682 S Ferguson Ave, Suite 1, Bozeman, MT 59718, USA.
Is Edward Jones - Financial Advisor: Kelly Swanson currently open?
Yes, the business is currently open.
Does Edward Jones provide any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available on their website to help you prepare for your future.
What languages are spoken at this Edward Jones branch?
Services are provided in English.
How can I schedule an appointment with Kelly Swanson?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-swanson/contact/.
Which banks are located near Edward Jones - Financial Advisor: Kelly Swanson?
Opportunity Bank of Montana is nearby, which might be convenient for your banking and financial service needs before or after meeting with your advisor.
What nearby places can help with transportation or convenience when visiting Edward Jones?
Mobil and Exxon & Mobil Stations are nearby gas stations, useful if you're driving. Additionally, the Coinhub Bitcoin ATM Teller is close by for cryptocurrency transactions.
Are there any nearby educational or real estate services close to Edward Jones?
Yes, Sylvan Learning offers tutoring services nearby. For real estate needs, Gallatin Association of Realtors and Big Sky Country MLS are located close to the office.