Edward Jones - Financial Advisor: Roxanne Meury - Helena, Montana

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Edward Jones – Financial Advisor: Roxanne Meury presents a comprehensive approach to financial well-being, offering personalized guidance and strategic solutions to clients in Helena, Montana, and the surrounding areas. Roxanne Meury, a dedicated financial consultant, leverages the extensive resources and established reputation of Edward Jones to help individuals and families achieve their long-term financial goals. She specializes in a range of investment services, acting as a trusted finance broker and a reliable stock broker, ensuring clients are positioned for success.

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Located at 3091 N Sanders St B, Helena, MT 59601, Roxanne’s office is easily accessible and designed to provide a comfortable and professional environment. Clients can reach her directly at Phone: 4064432887. For more detailed information and access to resources, visitors can explore the Website: edwardjones.com. The website offers insights into investment strategies, retirement planning, and estate planning – all tailored to individual circumstances.

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Key Features and Services

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• Personalized Financial Planning: Roxanne Meury takes a holistic approach, beginning with a thorough understanding of each client’s unique financial situation, goals, and risk tolerance.

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• Investment Management: She offers a diverse range of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to align with client objectives.

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• Retirement Planning: Assistance in developing a robust retirement plan, considering factors such as Social Security, pensions, and 401(k)s.

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• Estate Planning: Guidance on estate planning strategies to ensure assets are distributed according to clients’ wishes.

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• Ongoing Support: Roxanne provides continuous support and regular reviews to adapt financial plans to changing life circumstances.

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Accessibility and Convenience

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Edward Jones is committed to providing a welcoming and accessible environment for all clients. Roxanne’s office at 3091 N Sanders St B is equipped with the following features:

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• Wheelchair Accessible Entrance: Ensuring easy access for individuals using wheelchairs.

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• Wheelchair Accessible Parking Lot: Convenient parking options for clients with mobility challenges.

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• Wheelchair Accessible Restroom: A fully accessible restroom is available for client comfort.

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• Restroom: Standard restroom facilities are available.

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• Appointments Recommended: While walk-ins are occasionally accommodated, scheduling an appointment ensures dedicated attention and a productive discussion.

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Client Feedback and Reputation

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Currently, Edward Jones – Roxanne Meury has 0 reviews on Google My Business. This indicates a relatively new or emerging profile within the online review landscape. The average opinion, reflecting this lack of reviews, is 0/5. However, the established reputation of Edward Jones as a whole speaks to a commitment to client service and ethical practices. It is anticipated that as Roxanne continues to build her client base, more reviews will become available, providing a more comprehensive representation of client satisfaction.

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Edward Jones operates under a fiduciary standard, meaning Roxanne is legally obligated to act in the best interests of her clients at all times. This commitment to ethical conduct is a cornerstone of the firm’s culture and provides clients with peace of mind knowing their financial advice is unbiased and objective. Roxanne’s expertise extends beyond simply selling investment products; she focuses on building long-term relationships based on trust and mutual understanding.

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For individuals seeking a reliable and experienced financial advisor, Roxanne Meury at Edward Jones offers a valuable combination of personalized service, comprehensive financial planning, and the backing of a reputable national firm. Her dedication to client success, coupled with the accessibility of her office, makes her a strong choice for those looking to navigate the complexities of the financial world. Potential clients are encouraged to schedule an appointment to discuss their specific needs and explore how Roxanne can help them achieve their financial aspirations.

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"summary": "Roxanne Meury at Edward Jones provides personalized financial consulting, investment services, and retirement planning in Helena, Montana, offering a trustworthy and accessible approach to financial well-being.",
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