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: Jake Baumann, CRPS™
48905 US Highway 93, Polson, MT
59860, United States
Hours
Reviews
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- MCMark CunninghamMar 18, 20205.0If you're looking for someone who is going to work hard to help you meet your retirement goals... Look no further... Jake and Connie are amazing...
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Baumann, CRPS™
What are the main financial services offered by Edward Jones - Financial Advisor: Jake Baumann?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Jake Baumann?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Fridays from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays. Fridays are by appointment only.
How can I schedule an appointment with Jake Baumann?
You can schedule an appointment through their contact page: https://www.edwardjones.com/us-en/financial-advisor/jake-baumann/contact/ or by calling +1 406-883-3746.
What languages are spoken at Edward Jones - Financial Advisor: Jake Baumann?
Services are offered in English.
Where is Edward Jones - Financial Advisor: Jake Baumann located?
The office is located at 48905 US Highway 93, Suite A, Polson, MT 59860, USA.
Are there any nearby places to visit when I come to Edward Jones in Polson?
Yes, nearby attractions include Glacier National Park Montana for outdoor exploration, Riverside Park for a relaxing visit, and Polson Fairgrounds which hosts various events and concerts.
Can I find services like property management or shipping close to Edward Jones?
Yes, Be Smart Property Management and The UPS Store 2265 are nearby, offering real estate services and shipping/printing services respectively, which could be useful before or after your financial appointments.
Is there a good spot for coffee near Edward Jones in Polson?
Small Town Girl Coffee is a nearby café and coffee shop where you can relax or work before or after your meeting.
What privacy practices does Edward Jones follow?
Edward Jones follows privacy and security practices outlined on their Privacy and Security page accessible at https://www.edwardjones.com/us-en/privacy to protect client data.
How can I contact Edward Jones - Financial Advisor: Jake Baumann via social media?
You can follow and contact Edward Jones on Twitter @EdwardJones or visit their Facebook page at https://www.facebook.com/264615264031371 for updates and information.