Edward Jones - Financial Advisor: Kris Kumlien, CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Kris Kumlien is a financial advisor based in Bozeman, Montana, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Kris emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice focuses on helping individuals and families navigate their financial journeys effectively.

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