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: Cody Velin
407 Main St, Stevensville, MT
59870, United States
Hours
Reviews
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2 reviews
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- TETate EtchesAug 7, 20255.0Haley made navigating my financial goals feel approachable and stress-free. She genuinely listens, understands what matters most to you, and offers personalized strategies—not cookie-cutter solutions. I appreciated how patient she was, walking me through everything clearly and thoughtfully. If you're looking for a financial advisor who combines expertise with real care, Haley’s a fantastic choice.
- WSWayne StrozykNov 2, 20215.0I trust these guys with my money
Frequently Asked Questions About Edward Jones - Financial Advisor: Cody Velin
What services does Edward Jones - Financial Advisor: Cody Velin provide?
Edward Jones - Financial Advisor: Cody Velin offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services.
What are the regular business hours for Edward Jones - Financial Advisor: Cody Velin?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Fridays from 8:00 AM to 2:30 PM, and closed on Saturdays and Sundays. On Saturdays, appointments are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Cody Velin?
You can contact them by phone at +1 406-604-0976 or +1 406-777-1436, or via email at cody.velin@edwardjones.com.
Where is Edward Jones - Financial Advisor: Cody Velin located?
The office is located at 407 Main St, Ste C, Stevensville, MT 59870, USA.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Cody Velin?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/cody-velin/contact/.
Are there any fitness centers near Edward Jones - Financial Advisor: Cody Velin?
Yes, Discovery Fitness, a gym and active life center, is nearby. You might consider visiting Discovery Fitness before or after your consultation to maintain your wellness.
Is there another Edward Jones financial advisor near this location?
Yes, Edward Jones - Financial Advisor: Haley R Stevenson is nearby, providing additional financial advisory services if needed.
What dining options are available near Edward Jones - Financial Advisor: Cody Velin?
Bitterroot Bowls, a nearby food truck, offers quick meals. You could stop by there either before or after your financial meeting for a convenient dining option.
Does Edward Jones - Financial Advisor: Cody Velin offer any online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available online to help clients prepare for retirement.
What languages are spoken at Edward Jones - Financial Advisor: Cody Velin?
The services are offered in English to ensure clear and effective communication.