Edward Jones - Financial Advisor: Jim Stumbo, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Jim Stumbo is a Certified Financial Planner (CFP®) and financial advisor based in Bozeman, Montana. He offers a range of services including retirement planning, education savings strategies, and investment management. Jim 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 financial objectives through personalized guidance.

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