Banks, Credit Unions & Financial Services
Saturday By Appointment Only
People ask me what I love most about my career with Edward Jones, without hesitation, I tell them the impact my role as a Financial Advisor has on the lives of my clients, on my community and on the vitality of small businesses comprising our community. In fact, that is why I came back to Edward Jones following a short period away as market president for a local bank; those two years away solidified exactly why my job is so rewarding.
When clients visit our office, listening to understand is our priority. Prior to preparing a financial strategy, it is imperative I understand the “why” that brought them to our office. After nearly two decades in the financial industry, I have heard a lot of “why’s,” from business owners, pre-retirees or those looking to save some money on their taxes. Regardless of their reason, the one thing our clients all have in common is their dedication to long-term investing and seeing their goals come to fruition.
A cornerstone to our success is our Branch Office Administrator, Alysha Basso. She provides exemplary client service which allows us to not only meet our client's current needs but be proactive in future client care. We appreciate the opportunity to not only learn what is most important to you but also your purpose for long-term investing. Please feel free to reach out to our office in Bigfork, MT for any additional information; we service clients across Flathead County, as well as across Montana and the United States.