Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I could make a difference in the lives of families in and around my community, and I joined Edward Jones in 2008 because I discovered their core values aligned with mine.
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long-term.
My ideal clients are those who want to thoughtfully work toward financial goals that range from preparing for or living in retirement to estate considerations. No two scenarios are the same, and neither are the approaches to developing the strategies for achieving those goals. I also believe it’s of the utmost importance to work in a circle of loyalty with you and your CPA, attorney and other professionals, to help determine the most appropriate financial strategy for you and your family.
I'm inspired every single day by the people I'm so blessed to work with and meet. My branch office administrator, Amy Clark, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to serve the Central Montana community, and beyond.
As an Edward Jones financial advisor, I am able to serve people and a community which I care for deeply. I am not only passionate about helping people meet their established financial goals, but also uncovering other goals they may not have otherwise thought possible. While it is widely known that simply possessing money does not bring happiness, it is my motivation to positively impact your financial situation, in the present day and into the future, so that you have the means to focus on the parts of your life that do, in fact, bring you joy and happiness.
Office Address216 W Main St
Lewistown, MT 59457 opens in a new window
Mailing Address216 West Main St
Lewistown, MT 59457
Phone NumberJoe Eckhardt at (406) 535-4237
|Mon||07:00AM - 03:00PM|
|Tue||07:00AM - 03:00PM|
|Wed||07:00AM - 03:00PM|
|Thu||07:00AM - 03:00PM|
|Fri||07:00AM - 03:00PM|
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