Edward Jones - Financial Advisor: Nathan M Kirby, CFP® - Bozeman, Montana

Edward Jones - Financial Advisor: Nathan M Kirby, CFP®

Edward Jones - Financial Advisor: Nathan M Kirby, CFP® is a distinguished financial services firm located at 424 E Main St #202-C, Bozeman, MT 59715, United States. The office is easily accessible and provides wheelchair-friendly facilities, ensuring a comfortable experience for all clients.

Nathan M Kirby, a Certified Financial Planner (CFP®), is a highly knowledgeable and experienced financial advisor. He specializes in providing tailored financial solutions, including investment services, finance brokerage, and stock brokerage. His expertise and commitment to excellence have earned him a stellar reputation in the industry.

In addition to Nathan's impressive qualifications, the office staff, including Erin, are known for their exceptional customer service. Erin is always friendly and incredibly helpful, making the experience of working with Edward Jones even more pleasant.

The firm's dedication to personalized attention and its team's expertise have garnered high praise from clients. Reviews on Google My Business indicate an average rating of 5/5, reflecting the outstanding service provided by Nathan and his team.

Whether you are a business owner seeking retirement planning assistance or an individual looking for investment guidance, Edward Jones - Financial Advisor: Nathan M Kirby, CFP® is an excellent choice. With their comprehensive range of services, wheelchair-friendly facilities, and exceptional customer service, they strive to exceed client expectations and help them achieve their financial goals.

Address: 424 E Main St #202-C, Bozeman, MT 59715, United States

Phone: 4065851141

Website: edwardjones.com

Specialties

• Financial Advisor
• Finance broker
• Investment service
• Stock broker

Other points of interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions

This company has 3 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of Edward Jones - Financial Advisor: Nathan M Kirby, CFP®

Bill F.

5/5

Distinctive Lighting set up a Simple IRA program for our staff using Edward Jones and Nathan Kirby a couple of years ago and he has been an absolute pleasure to work with. Additionally Erin in his office is always very friendly and super helpful. I would definitely recommend them to other business owners or individuals looking for retirement help.

Dauntless D.

5/5

Nate knows his stuff, and he's patient, which is incredibly valuable for someone who easily gets frustrated with any discussion about finances. He's able to turn Greek language of investing into an understandable language. Kudos.

Amy H.

5/5

Nate is professional, knowledgeable and trustworthy. Give him a call for your financial needs.