Financial Planners near Great Falls

““

“The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.“

“After years of searching for a financial advisor to assist me in utilizing my financial resources for personal goals I found Tracy through the recommendation of trusted nurse colleagues/friends. Unlike the previous advisors, Tracy listened and provided a viable plan to obtain my goals and enhance my financial portfolio. Because of Tracy I am able to be in home close to the beach, teleworking, and keep the family home close to my workplace.Finance eludes and frustrates me when I am called to make decisions. Tracy and her dedicated team are kind and demonstrate unending patience with me, while promoting my best financial outcomes. Tracy provides me with the individualized care I need. Thank you First Command Team!“

“We have been with CHA for over 25 years and feel very fortunate to have had their expert advice and guidance. We truly feel that they care very much about us and are always there to provide answers to our questions and support, especially when we have faced a crisis. They are wonderful!“

“The Best Investment Group in the metro area! I have consistently Increased my worth with this firm. Would recommend to anyone in need of financial advice and investment.“

““

“Debbie and the team are amazing! Their expertise and trustworthy advice have consistently steered us towards sound investments. We highly recommend Gallant Financial Planning to anyone looking to secure their financial future.“

“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.“

“Having been referred to him through our credit union. we have been working with Momodou Bojang since 2015. Momodou is very knowledgeable about investments and has created a diverse portfolio for us. Momodou explains options available based on one's lifestyle and short and long term goals. He has made us comfortable knowing that our money is invested and not sitting in low interest bank accounts. We are very happy in having a financial advisor who cares about our financial needs. We highly recommend Momodou Bojang for your financial needs!“

“They're honest and upfront with you. You won't get a sales pitch. They'll tell you the facts of life. They'll take care of you whether you have 100k or 100 million. Bijal talked to me like I was a guy that made a million. I felt they were taking care of me personally, not just the money.“

“Justin and everyone with District Financial Advisors is terrific. That work with integrity and the goals that you desire to meet for your family and future. He listens and understands what the risk tolerance is for each person, and helps them plan well for milestone events, such as college, weddings, home purchases, and retirement or even a retirement home! There software is very helpful as you always know where your money is and how everything is performing. It is easy to recommend Justin and the team.“

“Sak Associates, LLC has guides our family for over 25 years with our Wealth Building and Life & Disability Insurances.
I want to Thank Suzanne and Michael for all there personnel service and leadership in making these complex decisions for our family.
I would highly recommend them for all your insurance needs and wealth building Strategy needs. Sincerely John Yoscak III“

““

““

““

“As an advisor with Quantum Financial Advisors we refer insurance based clients to Blue Ocean Wealth and leverage off of there expertise in the insurance arena. They do an awesome job listening to what the clients want and giving the client what they need“

“We are forever grateful to Sherman Wealth Management for their time, effort, and expertise! The service that Brad has put into my families finances is unmatched. As a fee-only fiduciary, Brad is always giving unbiased advice that is truly the best for our family. Highly recommend!“

““

““

““

““

““

““

““

““

““