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: Nathan M Kirby, CFP®
424 E Main St, Bozeman, MT
59715, United States
Hours
Reviews
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- BFBill FiedlerJul 12, 20175.0Distinctive Lighting set up a Simple IRA program for our staff using Edward Jones and Nathan Kirby a couple of years ago and he has been an absolute pleasure to work with. Additionally Erin in his office is always very friendly and super helpful. I would definitely recommend them to other business owners or individuals looking for retirement help.
- DDDauntless DiamondsMar 22, 20175.0Nate knows his stuff, and he's patient, which is incredibly valuable for someone who easily gets frustrated with any discussion about finances. He's able to turn Greek language of investing into an understandable language. Kudos.
- AHAmy HydeMar 22, 20175.0Nate is professional, knowledgeable and trustworthy. Give him a call for your financial needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nathan M Kirby, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Nathan M Kirby, CFP®?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Can I schedule an appointment on Saturdays at Edward Jones - Financial Advisor: Nathan M Kirby, CFP®?
Yes, appointments are available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Nathan M Kirby, CFP® located?
The office is located at 424 E Main St, #202-C, Bozeman, MT 59715, USA.
What types of financial services does Nathan M Kirby at Edward Jones provide?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and personalized financial advising.
How can I contact Edward Jones - Financial Advisor: Nathan M Kirby?
You can reach them by phone at +1 406-585-1141 or email at nathan.kirby@edwardjones.com.
Is there a way to book a consultation appointment online with Nathan M Kirby?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/nathan-kirby/contact/
What nearby places could I visit before or after my appointment at Edward Jones?
Nearby places include Sweet Pea Festival, Montana Trails Gallery, and Western Café, offering arts, entertainment, and dining options to enjoy around your visit.
Are there any nearby financial institutions in the vicinity of Edward Jones - Nathan M Kirby's office?
Yes, Intrepid Credit Union is located nearby, which might be useful for additional banking or credit union needs.
Can I find real estate services close to Edward Jones office?
Yes, nearby real estate offices include Sotheby's International Realty, Big Sky Sotheby's International Realty, and Charlotte Durham Real Estate for your property needs.
Does Edward Jones - Nathan M Kirby provide any resources to help me prepare for retirement?
Yes, they offer a Retirement Savings Calculator available online to help you assess your readiness for retirement.