Edward Jones - Financial Advisor: Jim Kubiak, CPWA®|CEPA®

Services Offered

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

About

Jim Kubiak is a financial advisor based in Bozeman, Montana, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing. Jim emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice serves individuals and families looking to build long-term wealth and navigate major life milestones.

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