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: Jon J Jordan, CFP®
1825 U S Highway 93 S, Kalispell, MT
59901, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jon J Jordan, CFP®
What services does Edward Jones - Financial Advisor: Jon J Jordan, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jon J Jordan, CFP® located?
It is located at 1825 U S Highway 93 S, Suite C, 2, Kalispell, MT 59901, USA.
What are the business hours for Edward Jones - Financial Advisor: Jon J Jordan, CFP®?
They are open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 2:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jon J Jordan, CFP®?
You can call them at +1 406-755-1288 or email jon.jordan@edwardjones.com.
Can I schedule a consultation with Jon J Jordan online?
Yes, you can book a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-jordan/contact/.
Which languages does Edward Jones - Financial Advisor: Jon J Jordan, CFP® support?
They provide services in English.
Are there any financial institutions near Edward Jones - Financial Advisor: Jon J Jordan, CFP®?
Yes, nearby financial institutions include Stockman Bank and Whitefish Credit Union - South Kalispell Branch, which could be useful for complementary financial services.
What dining options are available near Edward Jones - Financial Advisor: Jon J Jordan, CFP® if I want to grab a meal before or after my appointment?
Nearby dining options include Frugals, a fast food burger restaurant, and Ranger Joe's Pizza, a pizza and fast food restaurant offering food delivery.
Are there any hotels near Edward Jones - Financial Advisor: Jon J Jordan, CFP® for clients visiting from out of town?
Yes, Hilton Garden Inn Kalispell is nearby, providing convenient accommodation options for visiting clients.
What online resources can help me plan for retirement with Edward Jones?
Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you evaluate your readiness for retirement.