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: Libbey R Winderl, CEPA®
405 3rd St NW, Great Falls, MT
59404, United States
Reviews
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- ACAlice CoppinJan 8, 20205.0Libbey recently helped my daughter transfer some existing accounts from a different firm over to Libbey's practice. The transition was so smooth and easy for my daughter, and she is thrilled to have all of her accounts with Libbey now. Apparently Libbey handled it all and my daughter didn't have to worry about anything. I have also known Libbey through her engagement in the community and I am impressed with her not only on a professional level, but on a personal level as well.
- KMKris McOct 9, 20175.0I highly advocate Libbey as a Financial Advisor. When I was fresh out of college I met Libbey and she made a comprehensive strategy to help me achieve my future goals. I feel that Libbey genuinely has my best interests at heart and is more than capable of meeting and exceeding my goals and expectations.
Frequently Asked Questions About Edward Jones - Financial Advisor: Libbey R Winderl, CEPA®
What types of financial services does Edward Jones - Financial Advisor: Libbey R Winderl provide?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
How can I contact Edward Jones - Financial Advisor: Libbey R Winderl?
You can call them at +1 406-452-1414 or email libbey.winderl@edwardjones.com for inquiries and appointments.
Where is Edward Jones - Financial Advisor: Libbey R Winderl located?
The office is located at 405 3rd St NW, Ste 202, Great Falls, MT 59404, USA.
Can I schedule a consultation online with Libbey R Winderl?
Yes, you can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/libbey-winderl/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they offer a retirement savings calculator to help you plan and prepare for your future.
What languages are spoken at Edward Jones - Financial Advisor: Libbey R Winderl?
The primary language spoken at this office is English.
Are there any banks near Edward Jones that I could visit for related financial services?
Yes, Citizens Alliance Bank is nearby, which might be convenient for your banking needs before or after consulting with Edward Jones.
What dining options are available near Edward Jones - Financial Advisor: Libbey R Winderl?
Nearby dining options include Qdoba (Mexican and American cuisine), Five on Black (Brazilian and American food), Jersey Mike's Subs, Kobe Seafood & Steak, and Panda Express for fast and casual meals.
Are there any nearby hotels for clients visiting Edward Jones from out of town?
Yes, nearby hotels include SpringHill Suites Great Falls and Staybridge Suites, which offer convenient accommodation options.
What recreational or wellness facilities are close to Edward Jones - Financial Advisor: Libbey R Winderl?
Nearby you can find Peak West Bank Landing, a gym and sports venue, as well as Greater Good Health, a medical provider, and West Bank Park for outdoor activities.