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: Kris Kumlien, CEPA®
1001 W Oak Street, Bozeman, MT
59715, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kris Kumlien, CEPA®
What services does Edward Jones - Financial Advisor: Kris Kumlien offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Kris Kumlien?
The office is open Monday through Friday from 7:30 AM to 4:00 PM and closed on weekends. Additionally, appointments are available by appointment only on weekdays.
Where is Edward Jones - Financial Advisor: Kris Kumlien located?
The office is located at 1001 W Oak Street, Suite 203, Bozeman, MT 59715, USA.
How can I contact Kris Kumlien at Edward Jones?
You can contact Kris Kumlien by phone at +1 406-585-7878 or via email at kris.kumlien@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: Kris Kumlien?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/kris-kumlien/contact/
What language is primarily used at Edward Jones - Financial Advisor: Kris Kumlien?
English is the primary language used for services and consultations.
Are there nearby mortgage brokers that clients might consider when working with Edward Jones?
Yes, nearby mortgage brokers include Millie Berger at Rate, Christopher Opstedal at Fairway Independent Mortgage Corp., and Chad Wellon at Guaranteed Rate. Clients can coordinate mortgage services alongside financial advising.
What real estate agencies are located near Edward Jones - Financial Advisor: Kris Kumlien?
Nearby real estate agents include Amy Alvarado with Realty One Group Peak, RSI and Associates LLC, and Monnin Slye Real Estate - Realty One Group Peak, providing complementary real estate services for clients.
Are there any nearby hotels for clients visiting from out of town?
Yes, nearby accommodations include Days Inn and Suites and Best Western Plus GranTree Inn, convenient for clients traveling to Bozeman for meetings.
Does Edward Jones - Financial Advisor: Kris Kumlien offer mobile app support for clients?
Yes, they offer mobile apps for Android and iOS to help clients manage their investments on the go.