Edward Jones - Financial Advisor: Erin E Bradshaw, CFP® - Helena, Montana

Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®

Erin E Bradshaw, a Certified Financial Planner (CFP®) at Edward Jones, is a dedicated and knowledgeable financial advisor who provides comprehensive financial services to clients in Helena, Montana. With her expertise in financial consulting, finance brokerage, investment services, and stock brokerage, Erin helps individuals and families achieve their financial goals and secure their future.

Location and Contact Information:

Address: 501 N Sanders St #102, Helena, MT 59601.

Phone: 4065582473.

Website: edwardjones.com.

Specialties and Services:

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Accessibility and Convenience:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Reviews and Opinions:

This company has received 3 reviews on Google My Business, with an average rating of 5 out of 5 stars. Clients appreciate Erin's personalized approach, financial education, and strong understanding of the financial markets. One satisfied client shared their experience:

"Simply the best I've been working with Erin for about a year now. Previously I used a robo-financial advisor. It was fine, but I always felt like I was flying a little blind. Working with Erin has been the exact opposite I feel like I can sit back, relax, and enjoy the flight. She focuses on financial education, offers resources for clients to do their own research, and has a strong understanding of the financial markets (historical and contemporary). She's always willing to answer questions, run scenarios, and deeply cares about my long-term financial success."

Key Features:

• Personalized financial planning
• Comprehensive investment services
• Strong market understanding
• Client-focused approach

Erin E Bradshaw and her team at Edward Jones are committed to helping individuals and families achieve their financial goals and build a secure future. With a strong focus on client education, personalized service, and a deep understanding of the financial markets, they provide exceptional financial advice and services to their clients in Helena, Montana, and beyond.

👍 Reviews of Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®

cj B.

5/5

Simply the best! I've been working with Erin for about a year now. Previously I used a robo-financial advisor. It was fine, but I always felt like I was flying a little blind. Working with Erin has been the exact opposite! I feel like I can sit back, relax, and enjoy the flight. She focuses on financial education, offers resources for clients to do their own research, and has a strong understanding of the financial markets (historical and contemporary). She's always willing to answer questions, run scenarios, and deeply cares about my long term financial success.

Rachel B.

5/5

I’ve been working with Erin for a number of years now. Not only is she knowledgeable & good at what she does, but she also is honest, kind, and a joy to work with. If you are looking for a financial advisor, I would highly recommend Erin!

Travis B.

5/5

Super helpful and very knowledgeable! She is a master at planing and budgeting for retirement!