Edward Jones - Financial Advisor: James McKelvie, CEPA®

Services Offered

• retirement planning
• education savings
• insurance needs

About

James McKelvie is a financial advisor based in Missoula, Montana, affiliated with Edward Jones. He offers a personal approach to investing, focusing on retirement planning, education savings, and insurance needs. With a network of 18,000 financial advisors, James is equipped to provide tailored financial guidance to individuals and families. His practice is dedicated to helping clients achieve their financial goals through comprehensive planning and support.

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