Helena Merchant

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones-Financial Advisor: Shannon M Daily, located in Helena, MT, offers comprehensive financial planning services to individuals seeking guidance in managing their finances. Specializing in retirement savings strategies, income planning, college savings, estate planning, insurance, annuities, and charitable giving, Shannon M Daily, a Certified Financial Planner™, provides personalized advice tailored to each client's unique needs. With a team that includes a Branch Office Administrator, Edward Jones-Financial Advisor ensures a supportive and collaborative approach to financial management. Whether clients are looking to review their current financial strategy, open an account, or navigate a major financial event, the office is committed to delivering personalized services that align with individual goals and aspirations. Generated from the website content

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy