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: Adam Klippenstein
910 E Lyndale Ave, Helena, MT
59601, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- SRSally RobertsApr 30, 20255.0Adam 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.
- NHNick HofferberJul 14, 20235.0If you need advice to perfect you living ask this man. He is a genuin human that cares for people.
- JIjohn iversonJun 9, 20215.0Good guy. Attentive. Listened to what was important to me.
- KKKylee KenningtonApr 23, 20205.0Having 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.
- AAAndy AshfordApr 23, 20205.0I 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.
How can I contact Edward Jones - Financial Advisor: Adam Klippenstein?
You can reach them by phone at +1 406-500-5561 or alternate phone +1 406-558-2480, and via email at adam.klippenstein@edwardjones.com.
Where is Edward Jones - Financial Advisor: Adam Klippenstein located?
The office is located at 910 E Lyndale Ave, Suite A, Helena, MT 59601, USA.
What languages are spoken at Edward Jones - Financial Advisor: Adam Klippenstein?
Services are provided in English.
Does Edward Jones - Financial Advisor: Adam Klippenstein offer any online tools for retirement planning?
Yes, they feature a retirement savings calculator available on their website to help clients plan for their financial future.
Can I make an appointment with Edward Jones - Financial Advisor: Adam Klippenstein online?
Yes, you can make a reservation by contacting them through their contact page on the Edward Jones website.
Are there any nearby places I can visit after meeting with the financial advisor?
After your visit, you might enjoy nearby places like Louie's Casa Diego, a Mexican restaurant for a meal, or relax at Memorial Park, a local park close by.
What nearby services could complement my financial planning needs?
Nearby you will find other financial services such as Matthew Doucette with New York Life and Robert Allen, which could provide additional insights or insurance options.
How can nearby transportation or community spots help me access Edward Jones?
Nearby community spots like the Montana Tavern Association and services such as US Navy Enlisted Recruiting might help orient you in the area. Also, places like City Brew Coffee kiosk offer a good spot to grab coffee before or after your appointment.