Have you recently changed employers? Have your retirement plans changed lately? Do you know how much money you’ll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about your insurance needs?
Edward Jones can help you refine your retirement strategy, taking an in-depth look at all your retirement accounts. By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.
I began my Edward Jones career in 2017 as a financial advisor in Kalispell. Today, Edward Jones serves the community from seven convenient locations.
As a fourth-generation Kalispell native, I am so excited to have the opportunity to serve a community that has given me so much. Alongside my wife, Megan, and our two sons, Asher and Baylor, I look forward to building lifelong relationships with my clients.
I have volunteered as an assistant coach for the Flathead High School boys track and field, assisting with shot put and discus. I competed collegiately at Idaho State University (ISU) in shot put, discus and hammer. I was a two-time Big Sky champion in the shot put and still hold the ISU indoor and outdoor shot put records.
My branch office administrator, Joy Gregory, has been with Edward Jones since 2015 and is dedicated to providing you with the highest level of service possible. She is readily available to answer questions concerning your statement, dividends, stock certificates or your account in general.
Our primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals.
We are dedicated to providing highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Please contact us to discuss your situation and options.
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Movies & Entertainment
- Track & Field
Office Address1610 Whitefish Stage Suite 1
Kalispell, MT 59901
Phone NumberJohn R Danielson at (406) 756-0366
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 02:30PM|
|Sat||By Appointment Only|
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