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: David Polk
330 11th Ave, Helena, MT
59601, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: David Polk
What services does Edward Jones - Financial Advisor: David Polk provide?
Edward Jones - Financial Advisor: David Polk offers personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial advice consultations.
Where is Edward Jones - Financial Advisor: David Polk located?
The office is located at 330 11th Ave, Helena, MT 59601, USA.
What are the business hours for Edward Jones - Financial Advisor: David Polk?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David Polk by phone or email?
You can call the main phone number +1 406-812-4158 or the alternate phone +1 406-442-2294. You can also email david.polk@edwardjones.com.
Does Edward Jones - Financial Advisor: David Polk have a website or app for clients?
Yes, their website is https://www.edwardjones.com/us-en/financial-advisor/david-polk and they offer mobile apps for iOS and Android available in the respective app stores.
Can I schedule a consultation with Edward Jones - Financial Advisor: David Polk online?
Yes, you can make a reservation or contact them through their online form at https://www.edwardjones.com/us-en/financial-advisor/david-polk/contact/
What languages are spoken at Edward Jones - Financial Advisor: David Polk?
They offer services in English.
What nearby places can I visit when I come to Edward Jones - Financial Advisor: David Polk?
Nearby you can visit the Cathedral of St. Helena, Alpine Physical Therapy, and First Presbyterian Church, all within close proximity to the office.
Is there a good place to stay near Edward Jones - Financial Advisor: David Polk if I am visiting from out of town?
Yes, there are several bed and breakfast options nearby including The Barrister Bed & Breakfast, Barrister Bed And Breakfast, and The Sanders - Helena's Bed and Breakfast.
How can nearby community services help a client visiting Edward Jones - Financial Advisor: David Polk?
Nearby organizations such as Montana Jewish Project and Boyd Andrew Community Services offer community and social support which clients may find helpful alongside financial planning.