Edward Jones- Financial Advisor: Cody Velin

Edward Jones- Financial Advisor: Cody Velin Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones- Financial Advisor: Cody Velin, Financial service, 407 Main Street STE C, Stevensville, MT.

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4eoQZvs

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/14/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

Edward Jones is proud to be part of Seattle Soccer Celebration alongside Seattle Sounders FC, investing in communities a...
06/12/2026

Edward Jones is proud to be part of Seattle Soccer Celebration alongside Seattle Sounders FC, investing in communities and culture, and showing up when it matters most. Soccer and investing have a lot in common — both reward discipline, planning and a long-term view. Let's talk about building a strategy that works for you. Photo
by Analog Heart / Sounders FC.

Reach out and let's talk about your next move.

06/11/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4vJ3OI3

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/09/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4aBj9Cp

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/07/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
06/05/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation st...
06/03/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4uciHBu

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
06/01/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Address

407 Main Street STE C
Stevensville, MT
59870

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2:30pm

Telephone

+14067771436

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