Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Shannon M Daily, CFP®
62 S Last Chance Gulch, Helena, MT
59601, United States
Reviews
5.0
1 reviews
5 stars
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1 star0
- JMJoe MayJun 6, 20255.0Shannon is extremely knowledgeable, very professional, and an excellent community partner for Helena
Frequently Asked Questions About Edward Jones - Financial Advisor: Shannon M Daily, CFP®
What financial services does Edward Jones - Financial Advisor: Shannon M Daily, CFP® offer?
The office offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Shannon M Daily, CFP® located?
It is located at 62 S Last Chance Gulch, Suite B, Helena, MT 59601, USA.
How can I schedule an appointment with Shannon M Daily?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/shannon-daily/contact/.
What are some specialties of Shannon M Daily at Edward Jones?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are supported by this Edward Jones office?
Services are offered in English.
Can I learn more about IRAs through Edward Jones - Financial Advisor: Shannon M Daily?
Yes, you can learn more about IRAs at their official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there other Edward Jones financial advisors nearby?
Yes, nearby advisors include Jayme Klehfoth, CFP®|AAMS® and Tony Rubino Jr, both offering financial services in the area.
What local amenities can I visit near the Edward Jones office?
Near the office, you can visit the Helena library for research or reading or enjoy a meal at nearby restaurants like Brooklyn Pizza and Pasta or Brothers Tapworks.
How can nearby transportation and community services assist me when visiting Edward Jones?
The office is close to community services such as Boyd Andrew Community Services and legal services like Doney Crowley P.C. This proximity can help address various personal needs when visiting the area.
What other facilities are accessible around the Edward Jones office for wellness and recreation?
Nearby you can find facilities like Associated Dermatology and Skin Cancer Clinic of Helena for health care, and Anchor Park for outdoor activities.