Best Financial Advisors in Billings, MT

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List of Firms

Billings, MT Fiduciary Financial Advisors

SEC File# 801-110266
CRD# 110024
5 out of 5
Location 2615 St Johns Ave, Billings, MT 59102, USA
Phone (406) 656-9212
Directions
SEC File# 801-118992
CRD# 309126
Location 3178 Gabel Rd Ste 1, Billings, MT 59102, USA
Phone (406) 294-5000
Directions
SEC File# 801-79202
CRD# 159103
Location 3409 N Transtech Way Suite A, Billings, MT 59102, USA
Phone (406) 839-2037
Directions
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Marissa Van Atta-Jones - RBC Wealth Management Financial Advisor
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 255-8752
Directions
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Strategic Retirement Plans
5 out of 5
Location 12 Avanta Way #1, Billings, MT 59102, USA
Phone (406) 256-5121
Directions
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Spitfire Financial Group
Location 2877 Overland Ave, Billings, MT 59102, USA
Directions
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TTG Financial Services Inc
Location 3012 4th Ave N C, Billings, MT 59101, USA
Phone (406) 256-6112
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Montana Wealth Advisors - UBS Financial Services Inc.
Location 401 N 31st St 17th Floor, Billings, MT 59101, USA
Phone (406) 238-1756
Directions
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Edward Jones - Financial Advisor: Michael A Vondra, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1645 Parkhill Dr Suite 7, Billings, MT 59102, USA
Phone (406) 247-0748
Directions
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Retirement Solutions • Financial Planner Billings, MT
5 out of 5
Location 178 S 32nd St W #1, Billings, MT 59102, USA
Phone (406) 294-7526
Directions
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Edward Jones - Financial Advisor: Darlene M Knudson, AAMS™
Location 2212 Broadwater Ave Ste A, Billings, MT 59102, USA
Phone (406) 652-3501
Directions
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Thrivent Financial
Location 4303, 19 36th St W #2, Billings, MT 59102, USA
Phone (406) 294-6400
Directions
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Montana Financial Group
Location 1597 Avenue D Suite 4, Billings, MT 59102, USA
Phone (406) 652-7744
Directions
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Christopher J Beierwaltes - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1001 S 24th St W Ste 312, Billings, MT 59102, USA
Phone (406) 867-0797
Directions
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Katie Mueller - RBC Wealth Management Financial Advisor
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 255-8754
Directions
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Janiel Olson - RBC Wealth Management Financial Advisor
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 255-8732
Directions
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Shawn Hackmann - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 993 S 24th St W Ste D, Billings, MT 59102, USA
Phone (406) 652-6662
Directions
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Timothy Christensen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 303 N Broadway Ste 800, Billings, MT 59101, USA
Phone (406) 294-9294
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Debbie Sundberg
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3210 Henesta Dr Suite E, Billings, MT 59102, USA
Phone (406) 655-7830
Directions
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FFEC Wealth Partners
SEC File# 801-63970
CRD# 16507
Location 550 N 31st St #500, Billings, MT 59101, USA
Phone (406) 294-2808
Directions
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J. Sowerwine - RBC Wealth Management Financial Advisor
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 255-8737
Directions
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Edward Jones - Financial Advisor: Mark W Neale
Location 15 Avanta Way Suite 2, Billings, MT 59102, USA
Phone (406) 655-4566
Directions
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Rockhopper Financial
Location 848 Main St, Billings, MT 59105, USA
Phone (406) 294-5390
Directions
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Edward Jones - Financial Advisor: Morgan A Reif, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1480 17th St W, Billings, MT 59102, USA
Phone (406) 702-1304
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: John I Vondra, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1645 Parkhill Dr Suite 5, Billings, MT 59102, USA
Phone (406) 252-4511
Directions
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Morgan Stanley Financial Advisors
Location 401 N 31st St Suite 900, Billings, MT 59101, USA
Phone (406) 238-8900
Directions
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Merrill Lynch Wealth Management Advisor Joshua J Hedge
Location 550 N 31st St Suite 100, Billings, MT 59101, USA
Phone (406) 255-5542
Directions
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Shaun Seedhouse, CFP
Location 19 36th St W Ste2, Billings, MT 59102, USA
Phone (406) 294-6400
Directions
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Edward Jones - Financial Advisor: Sue Anderson, AAMS™
SEC File# 801-3297
CRD# 250
Location 1525 14th St W, Billings, MT 59102, USA
Phone (406) 254-0618
Directions
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RBC Wealth Management Branch - Billings
2 out of 5
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 252-6306
Directions
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Yellowstone Financial Services
3 out of 5
Location 1597 Avenue D STE 5, Billings, MT 59102, USA
Phone (406) 655-3809
Directions
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Edward Jones - Financial Advisor: Billy Gordon
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1668 Gleneagles Blvd Ste 4, Billings, MT 59105, USA
Phone (406) 245-6115
Directions
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Edward Jones - Financial Advisor: Clayton Barnes, AAMS™
5 out of 5
Location 2290 Grant Rd Suite B, Billings, MT 59102, USA
Phone (406) 652-1595
Directions
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Edward Jones - Financial Advisor: Ryan M Sauther, AAMS™
Location 1010 Central Ave Suite 3, Billings, MT 59102, USA
Phone (406) 248-8421
Directions
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MG Financial Advisors
Location 914 Wyoming Ave, Billings, MT 59101, USA
Phone (406) 294-3080
Directions
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Edward Jones - Financial Advisor: Connie Camino, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 401 N 31st St Suite 710, Billings, MT 59101, USA
Phone (406) 245-0800
Directions
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Edward Jones - Financial Advisor: Amber Gilbert
Location 2212 Broadwater Ave Ste A, Billings, MT 59102, USA
Phone (406) 652-3501
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 303 N Broadway, Billings, MT 59101, USA
Phone (406) 657-8113
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AIO Fee Only Financial Advisors
Location 1925 Grand Ave Suite 127, Billings, MT 59102, USA
Phone (406) 578-8527
Directions
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Edward Jones - Financial Advisor: Julie Finnicum, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 926 Main St STE 20, Billings, MT 59105, USA
Phone (406) 248-4490
Directions
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AnneMarie Wade - RBC Wealth Management Financial Advisor
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 255-8739
Directions
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Crystal Rieker - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 303 N Broadway Ste 800, Billings, MT 59101, USA
Phone (406) 294-9294
Directions
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John P. McCalla - RBC Wealth Management Financial Advisor
Location 404 N 31st St Suite 300, Billings, MT 59101, USA
Phone (406) 255-8751
Directions
Financial Advisors in Billings, MT

Where Certified Financial Advisors in Billings, MT Serve

Billings, MT is a bustling city in the heart of Big Sky Country, full of landmarks and top employers that make it a hub of commerce and culture. From the towering heights of the Rimrocks to the sprawling expanse of Yellowstone River, Billings is a city of contrasts and contradictions that never fails to surprise and delight. With major highways like I-90 and I-94 crisscrossing the city, getting around is a breeze, and neighborhoods like Downtown, Heights, and West End offer a range of living options for everyone from young professionals to growing families. Whether you're looking for a night out on the town or a quiet afternoon exploring the many parks and museums, Billings has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Billings, MT are serviced by banks in a variety of ways. One of the most common services offered by banks in the area is personal checking and savings accounts. These accounts allow residents to manage their finances and save money for the future. Additionally, many banks in Billings offer loans for things like homes, cars, and education. One thing that sets Billings apart from other cities is its strong agricultural industry. As a result, many banks in the area also offer specialized services for farmers and ranchers, such as agricultural loans and crop insurance. Overall, banks in Billings are dedicated to providing a wide range of financial services to meet the needs of their diverse customer base.

Insurance Broker

Residents of Billings, MT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents of Billings is by providing guidance and support in navigating the complex world of insurance policies. With so many options available, it can be challenging to determine which policy is the best fit for a person's unique needs. Additionally, Billings is known for its harsh winters, which can lead to increased risks for property damage and accidents. An insurance broker can help residents assess their risks and find policies that provide adequate coverage for these potential hazards. By working with an insurance broker, residents of Billings can gain peace of mind knowing that they are protected from unexpected events.

Retirement Planning

Residents of Billings, MT could greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique financial needs and goals of each individual. This is especially important in a city like Billings, which has a diverse population with varying levels of income and retirement savings. A retirement planner could also help residents navigate the complex world of retirement savings accounts, such as 401(k)s and IRAs, and provide guidance on how to make the most of these accounts. Additionally, a retirement planner could help residents plan for unexpected expenses, such as healthcare costs, which can be particularly challenging for retirees. Overall, a retirement planner could provide invaluable support and guidance to residents of Billings as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Billings, MT can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. Billings, MT has a significant population of retirees, and a wealth manager can help them navigate the complexities of retirement planning, including managing retirement accounts, creating a retirement income plan, and determining the best investment strategies to maximize their retirement savings. Additionally, a wealth manager can provide advice on estate planning, helping residents ensure that their assets are distributed according to their wishes after they pass away. With the help of a wealth manager, residents of Billings, MT can feel confident that their financial future is secure.

Mortgage Loan Officer

Residents of Billings, MT may seek the help of a mortgage loan officer for various reasons. One of the most common ways a loan officer could assist is by helping residents find a suitable mortgage plan that fits their specific financial needs. With the diverse range of neighborhoods in Billings, MT, a loan officer can provide residents with valuable insight on the housing market and the types of mortgages available. Additionally, a loan officer can help residents navigate the complex process of applying for a mortgage, including gathering necessary documents and completing paperwork. For those looking to purchase a home in Billings, MT, a loan officer can be a valuable resource in securing the necessary funding to make their dream home a reality.

Tax Services

Residents of Billings, MT can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by receiving guidance on how to navigate the state's tax laws and regulations. Montana has a unique tax system that includes a state income tax, property tax, and sales tax, which can be confusing for many residents. A tax advisor can help individuals and businesses understand their tax obligations, identify tax deductions and credits they may be eligible for, and develop strategies to minimize their tax liability. Additionally, with Billings being a hub for small businesses and agriculture, a tax advisor can provide specialized advice on tax planning and compliance for these industries. Overall, a tax advisor can help residents of Billings, MT save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Billings, MT can benefit from the expertise of an estate planning lawyer in a number of ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for the distribution of their assets after they pass away. This can include drafting a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents of Billings navigate the complexities of probate court and ensure that their loved ones are not burdened with unnecessary legal fees or taxes. With its rapidly growing population and diverse economy, Billings presents unique challenges and opportunities for estate planning, and a knowledgeable lawyer can help residents make informed decisions about their financial future.

Billings, MT Financial Resources

Billings, MT Chamber of Commerce

https://www.billingschamber.com/

Billings, MT City Hall

https://www.billingsmt.gov/

Billings, MT Public Library

https://billingslibrary.org/

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FAQs About Personal Financial Advisors in Billings, MT