Edward Jones - Financial Advisor: Eivind Gjetmundsen, CFP®|RICP®|AAMS™ - Missoula, Montana

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Edward Jones - Eivind Gjetmundsen, CFP®|RICP®|AAMS™: A Trusted Financial Advisor in Missoula

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For individuals and families seeking comprehensive and personalized financial planning guidance, Edward Jones is pleased to introduce Eivind Gjetmundsen, CFP®|RICP®|AAMS™. Located in Missoula, Montana, at 3700 S Russell St Ste 118c, Eivind offers a dedicated and approachable service centered around building long-term relationships with his clients. He’s more than just a financial advisor; he’s a trusted partner committed to helping you achieve your financial goals.

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About Eivind Gjetmundsen

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Eivind Gjetmundsen brings a wealth of experience and expertise to Edward Jones. He holds the prestigious credentials of Certified Financial Planner™ (CFP®), Registered Investment Consultant® (RICP®), and Accredited Asset Management Specialist™ (AAMS™), demonstrating his commitment to upholding the highest standards of financial knowledge and ethical conduct. His career has been dedicated to understanding the unique needs of each client and developing tailored strategies to address them. He prides himself on a collaborative approach, prioritizing clear communication and a deep understanding of his clients’ aspirations – whether it’s retirement planning, education savings, estate planning, or investment management.

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Specialties and Services

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Eivind specializes in a wide range of financial services, including:

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• Investment Management: He assists clients in building and managing diversified investment portfolios designed to align with their risk tolerance and financial objectives.

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• Retirement Planning: Eivind helps individuals plan for a comfortable and secure retirement, considering factors such as income needs, healthcare costs, and estate planning.

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• Education Savings: He provides guidance on setting up and managing education savings plans, such as 529 plans, to help families save for their children’s future.

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• Estate Planning: Eivind works with clients to develop comprehensive estate plans that ensure their assets are distributed according to their wishes.

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• Insurance Planning: He helps clients assess their insurance needs and select appropriate coverage to protect their assets and loved ones.

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• Financial Consultations: Eivind offers in-depth consultations to assess current financial situations and develop customized strategies.

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As a financial consultant, he’s committed to providing objective and unbiased advice, always acting in his clients’ best interests. He’s a finance broker, skillfully navigating the complexities of the investment landscape to find the optimal solutions for each client.

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Location and Accessibility

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Eivind’s office is conveniently located at 3700 S Russell St Ste 118c, Missoula, MT 59801. We understand that accessibility is important, and his office is equipped with the following amenities:

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• Wheelchair-Accessible Car Park: A dedicated parking area is available for individuals with mobility challenges.

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• Wheelchair-Accessible Toilet: A fully accessible restroom is provided on-site.

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• Toilet: Standard restroom facilities are available.

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Appointments are highly recommended to ensure Eivind has ample time to dedicate to your individual needs and goals. You can schedule an appointment by contacting him directly or through the Edward Jones website.

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Client Feedback and Reputation

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Edward Jones consistently prioritizes client satisfaction. Currently, Eivind’s office has 1 review on Google My Business, and the average opinion is 5/5. This demonstrates a strong commitment to providing exceptional service and building lasting relationships. Clients consistently praise his responsiveness, knowledge, and genuine care for their financial well-being. He takes pride in his ability to simplify complex financial concepts and make them easily understandable for his clients.

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Contact Information

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To learn more about Eivind Gjetmundsen and how he can assist you with your financial planning needs, please contact him:

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• Phone: 4067280592

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• Website: edwardjones.com

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We encourage you to visit his website to learn more about his services and explore helpful resources. He welcomes the opportunity to discuss your financial goals and develop a plan to help you achieve them.

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👍 Reviews of Edward Jones - Financial Advisor: Eivind Gjetmundsen, CFP®|RICP®|AAMS™