Edward Jones - Financial Advisor: Keith Fichtner - Missoula, Montana

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Edward Jones – Financial Advisor: Keith Fichtner – A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Edward Jones presents a reliable and established presence. Specifically, Keith Fichtner serves as a Financial Advisor at the Missoula, Montana branch, offering personalized services tailored to meet unique financial goals. This detailed overview will explore Mr. Fichtner’s credentials, location, contact information, areas of expertise, and other pertinent details to assist potential clients in determining if his services align with their needs.

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About Keith Fichtner

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Keith Fichtner is a dedicated Financial Advisor with a commitment to building long-term relationships with his clients. He operates under the umbrella of Edward Jones, a firm renowned for its conservative, client-focused approach to wealth management. Mr. Fichtner’s role involves providing comprehensive advice on a wide range of financial services, including retirement planning, investment management, estate planning, and education savings. He prioritizes understanding each client’s specific circumstances, risk tolerance, and aspirations to develop customized strategies that promote financial security and achieve their objectives.

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Location and Contact Information

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The Edward Jones branch where Keith Fichtner operates is strategically located at 275 N Russell St Suite 2, Missoula, MT 59801, United States. This convenient location allows clients in and around Missoula to easily access his services. For direct communication, clients can reach Mr. Fichtner via phone at 4065405236. A more detailed account of his services and available resources can be found on the Edward Jones website: edwardjones.com.

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Specialties and Services

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Keith Fichtner’s specialties encompass a broad spectrum of financial services. He is a qualified Financial Advisor, a Finance Broker, and an experienced Investment Service professional. His expertise extends to various investment products, including stocks, bonds, mutual funds, and annuities. Here’s a breakdown of the services he typically offers:

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• Investment Management: Constructing and managing investment portfolios based on individual client needs and risk profiles.

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• Retirement Planning: Developing strategies to help clients achieve their retirement goals, including 401(k)s, IRAs, and Social Security planning.

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• Education Savings: Assisting families in saving for college expenses through 529 plans and other educational investment vehicles.

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• Estate Planning: Providing guidance on estate planning matters, such as wills, trusts, and power of attorney.

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

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Accessibility and Amenities

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Edward Jones is committed to providing a welcoming and accessible environment for all clients. The Missoula branch is equipped with several features designed to enhance the client experience, including:

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• Wheelchair-Accessible Car Park: Convenient parking is available for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: The building entrance is designed to accommodate wheelchair users.

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• Wheelchair-Accessible Toilet: Restroom facilities are accessible to individuals with mobility impairments.

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• Toilet Facilities: Standard restroom facilities are available.

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• Appointments Recommended: While walk-ins may be accommodated, scheduling an appointment ensures that Mr. Fichtner can dedicate sufficient time and attention to each client’s needs.

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Client Feedback and Reputation

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Currently, the Edward Jones branch led by Keith Fichtner has 0 reviews on Google My Business. This indicates a relatively new presence or a lack of recent reviews. The average opinion is 0/5, suggesting a need for more client feedback to accurately gauge the service quality. It’s advisable to seek out independent reviews and testimonials from other clients to gain a more comprehensive understanding of Mr. Fichtner’s performance and approach.

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Despite the lack of reviews, Edward Jones, as a firm, benefits from a strong reputation built on trust, stability, and personalized service. Mr. Fichtner’s commitment to building long-term relationships and providing tailored financial advice is a key differentiator.

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In conclusion, Keith Fichtner at Edward Jones in Missoula offers a solid foundation for individuals seeking professional financial planning support. Further research, including client feedback, will help prospective clients determine if his services are the right fit for their specific needs and goals. The branch’s accessibility features add to the convenience and inclusivity of the client experience.

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