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.
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Edward Jones - Financial Advisor: Holly D Estes, CFP®|CKA®
Holly has done a great job in walking with us through every step of the way. She is easy to talk to and really listens and comes up with a plan beneficial to your situation. I can highly recommend Holly!
Frequently Asked Questions About Edward Jones - Financial Advisor: Holly D Estes, CFP®|CKA®
What are the main services offered by Edward Jones - Financial Advisor: Holly D Estes?
The main services include financial advising, investment management, and stocks and bonds brokerage tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Holly D Estes?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Holly D Estes?
You can reach them at the main phone number +1 406-412-7382 or via email at holly.estes@edwardjones.com.
Where is Edward Jones - Financial Advisor: Holly D Estes located?
Their office is located at 2415 13th Ave S, Great Falls, MT 59405, USA.
Can I schedule a consultation appointment online with Holly D Estes?
Yes, appointments can be scheduled through their online reservation link at https://www.edwardjones.com/us-en/financial-advisor/holly-estes/contact/.
Does Edward Jones provide any online tools for retirement planning?
Yes, they offer a retirement savings calculator which can be accessed via https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages does Edward Jones - Financial Advisor: Holly D Estes support?
They provide services in English.
Are there any nearby medical facilities close to Edward Jones for convenience?
Yes, nearby medical facilities include Benefis Foundation hospital and Missouri River Healthcare, which can be helpful if you need healthcare services before or after your visit.
Which restaurants are located near Edward Jones for meals around your appointment?
El Comedor Mexican Restaurant and Domino's Pizza are nearby, offering convenient options for dining before or after your financial consultation.
Are there any local places for relaxation or entertainment near Edward Jones?
Yes, the Hide Out Lounge is nearby, providing a place to relax. Additionally, the Grand Slam Casino offers entertainment options within the vicinity.