Edward Jones - Financial Advisor: Bobby Smith, CFP®|ChFC®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Bobby Smith is a Certified Financial Planner (CFP®) and financial advisor based in Missoula, Montana. He provides personalized financial planning and investment guidance to clients in the local area. Bobby specializes in retirement planning, education savings strategies, and tax-efficient investing. At Edward Jones, he believes in the importance of face-to-face conversations to help clients achieve their financial goals.

Reviews

Location

Business Information