POLSON · SERVICES
Edward Jones Polson – Jake Baumann
Edward Jones financial advisor Jake Baumann, CRPS, in Polson
About the listing The work
Jake Baumann runs the Edward Jones branch on US-93 in Polson, working one on one with local investors as a Chartered Retirement Plans Specialist (CRPS). The office focuses on retirement income and savings strategies, business retirement plans, estate and legacy planning, and charitable giving, backed by the research and resources of a national investment firm.
If you’re mapping out retirement or want a face to face look at your portfolio, call (406) 883-3746 to set up a conversation. The office is open Monday through Thursday, 8 a.m. to 4 p.m.
Services What they offer
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate And Legacy Strategies
Features & amenities What's here
- Free initial consultation
- Yes
- Remote / virtual meetings
- Yes
Sponsor
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