Edward Jones Polson – Jake Baumann

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.