Edward Jones - Financial Advisor: Adam Klippenstein

5.0
7 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Adam Klippenstein
910 E Lyndale Ave, Helena, MT
59601, United States

Hours

Reviews

5.0
7 reviews
5 stars
7
4 stars
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3 stars
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1 star
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  • SR
    Sally Roberts
    Apr 30, 2025
    5.0
    Adam has keen insight into the market, its trajectory, and other influencing factors . I come with ideas of where and how to invest, and we discuss to ensure moves and deals are made that I feel good about. He’s helped me prepare very well for retirement.
  • NH
    Nick Hofferber
    Jul 14, 2023
    5.0
    If you need advice to perfect you living ask this man. He is a genuin human that cares for people.
  • KK
    Kylee Kennington
    Apr 23, 2020
    5.0
    Having been a client of Adam Klippenstein’s for a while now and after having other financial advisors fail me I can confidently say that he is a rare breed in this business and the best at what he does. After getting married to my husband who has very complicated finances (military, medical student, investor, entrepreneur and more) we needed to find someone who could manage a wide range of financial endeavors. Working with him was the smartest decision we ever made and it has been a very educational, beneficial and rewarding experience. He is very personal as we can call and speak with him directly whenever we need with investing interests, inquiries or assistance. He has let us be in control of everything while educating us for the long term along the way with some very profitable lessons, discussions and advice. Unexpectedly, my husband and I have never fought about finances since the change to Adam. He truly provides more than just financial advising. Could not recommend better professional for anyone and am happy to do so.
  • KK
    KK
    Apr 23, 2020
    5.0
    I have been with Adam Klippenstein for several years now and I can honestly say it has been the best decision I have ever made. Financially he has myself, my family, my business, investments and future endeavors completely covered. He has provided me peace of mind when it comes to anything regarding our finances. His work speaks for itself time after time, quarter after quarter and it keeps getting better. He has always worked with such professionalism. Time after time I have been impressed with his integrity, communication, adaptability, patience, drive and work ethic. He is a true master of his trade who sincerely cares about his clients. Please feel free to comment or contact me for any specific questions or further recommendation of this true professional. -KK
  • AA
    Andy Ashford
    Apr 23, 2020
    5.0
    I have been investing with Adam for several years and have nothing but good to say about the experience. My previous financial advisor always made me feel like I was bothering him. Perhaps this was due to my smaller account size. My experience with Adam has been completely different. He has been more than generous with his time educating me on the markets, investment strategies, etc. I have never felt pressured to buy/sell and he makes me feel like I am getting investment advice from a friend that has my best interest in mind. Investing with Adam feels like we are a team and I am happy to recommend him to my family and friends.

Frequently Asked Questions About Edward Jones - Financial Advisor: Adam Klippenstein

What services does Edward Jones - Financial Advisor: Adam Klippenstein provide?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds management, and investment advice tailored to individual goals.

What are the business hours for Edward Jones - Financial Advisor: Adam Klippenstein?

The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.