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Monday 8am - 5pm Tuesday 8am - 5am Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5am

Edward Jones, Lisa Krei

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United States
Helena, MT
Edward Jones, Lisa Krei

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones, Lisa Krei, Financial service, 330 11th Avenue, Helena, MT.

10/30/2026

Learn more https://bit.ly/4zXx0NK Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

10/29/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/27/2026

https://bit.ly/4i9ApmD Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4yJ0WfG

A summary of last week's market highlights and economic news.

10/24/2026

Learn more https://bit.ly/4z7yB3B ]Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

10/22/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/21/2026

https://bit.ly/486DrSJ Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4sg2aNO

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/47v9CuR

10/18/2026

Learn more https://bit.ly/4eCvRmo Creating wealth is about planning for the future. I can help you explore strategies to help manage, protect and pass on your wealth.

Address

330 11th Avenue
Helena, MT
59602

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5am
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5am

Telephone

+14065582113

Website

https://www.edwardjones.com/us-en/financial-advisor/lisa-krei

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