Edward Jones - Financial Advisor: Cody Velin

Services Offered

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

About

Cody Velin is a financial advisor based in Stevensville, Montana, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing. Cody emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their long-term financial objectives.

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