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 Armstrong
120 Lupfer Ave, Whitefish, MT
59937, United States
Hours
Reviews
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- RLRyan LoomisMar 26, 20245.0I have invested through Edward Jones with Jake Armstrong for several years. Through ups and downs in the economy, Jake has always put us on the right path! He is extremely knowledgeable and very respectful of our investment choices, while allowing us the benefit of knowing what options we have. He is friendly, easy to get to know and always up for a good story and a laugh or two! I highly recommend Jake Armstrong for all of your investment needs!
- JEJeffrey EdmundsFeb 5, 20195.0I’ve had an account with Jake for years and would absolutely recommend him for your financial advising and investing needs! Jake has continually delivered excellent communication throughout, particularly excelling at his ability to detail and explain complex matters in relevant and real-world ways.
- JHJoseph HallenbergSep 1, 20175.0He is understanding and great to work with!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Armstrong
What personalized investment services does Edward Jones - Financial Advisor: Jake Armstrong offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Jake Armstrong in Whitefish, MT?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 2:30 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jake Armstrong?
You can contact the office by phone at +1 406-862-3511 or via email at jake.armstrong@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jake Armstrong located?
The office is located at 120 Lupfer Ave, Whitefish, MT 59937, USA.
Does Edward Jones - Financial Advisor: Jake Armstrong offer online resources or apps?
Yes, they offer mobile apps available on both Android and iOS platforms to help manage your investments conveniently.
How can I schedule a consultation with Jake Armstrong?
You can schedule a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/jake-armstrong/contact/.
What financial products and services are offered by Edward Jones - Financial Advisor: Jake Armstrong?
Services include investment management, stocks and bonds brokerage, funds investment, and financial advisory services.
Are there any notable places near Edward Jones - Financial Advisor: Jake Armstrong that clients might visit?
Yes, nearby places include Creative Body Works (art gallery), Flathead Contour Spa (day spa and wellness), and Pescado Blanco (Mexican restaurant) which clients might enjoy before or after appointments.
How can nearby vacation rental options like I Love Whitefish Vacation Rentals benefit clients visiting Edward Jones?
Clients visiting from out of town can easily find comfortable accommodations at nearby vacation rentals such as I Love Whitefish Vacation Rentals, making their visit more convenient.
What local amenities around Edward Jones can help clients relax or prepare for financial meetings?
Local amenities include spas like Reecia's Salon & Spa and wellness centers such as Tamarack Cannabis, offering relaxation options and holistic treatments for clients nearby.