Best Financial Advisors in Gallatin County, MT

We did the hard work of finding trustworthy partners in Gallatin County, MT. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Gallatin County, MT Fiduciary Financial Advisors

NorthFork Financial LLC
Location 201 S Wallace Ave, Bozeman, MT 59715, USA
Phone (406) 579-0334
Owen Legacy Group
Location 1101 E Main St Suite 301, Bozeman, MT 59715, USA
Phone (406) 556-6993
Bitterroot Capital Advisors
SEC File# 801-58029
CRD# 109088
5 out of 5
Location 118 E Main St, Bozeman, MT 59715, USA
Phone (406) 556-8200
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
Edward Jones - Financial Advisor: Jon Stites
Location 3970 Valley Commons Dr Unit 2, Bozeman, MT 59718, USA
Phone (406) 994-9189
Morgan Stanley Financial Advisors
Location 2200 W Main St, Bozeman, MT 59718, USA
Phone (406) 522-2040
Edward Jones - Financial Advisor: Greg Rotert
3 out of 5
Location 3508 Laramie Dr Ste 4, Bozeman, MT 59718, USA
Phone (406) 586-5879
Merrill Lynch Wealth Management Advisor Michael D. Schmidt Jr.
Location 801 W Main St, Bozeman, MT 59715, USA
Phone (406) 582-1105
Intermountain Financial Group
Location 1165 N 14th Ave Suite 4, Bozeman, MT 59715, USA
Phone (406) 587-5977
Financial Advisors in Gallatin County, MT

Where Certified Financial Advisors in Gallatin County, MT Serve

Gallatin County is located in the southwestern part of the state of Montana. It is the third largest county in the state with a population of over 100,000 people. The county seat is Bozeman and it is home to Montana State University. Some other major landmarks in the county include the Bridger Mountains and Yellowstone National Park. The top employers in Gallatin County are the Bozeman School District, Montana State University, and Bridger Healthcare. Major highways and streets in the county include Interstate 90 and U.S. Highway 191. The neighborhoods that are most popular in Gallatin County are Bozeman, Belgrade, and Big Sky.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gallatin County, MT have a variety of banking services to choose from. Each bank offers its own set of products and services, so it is important for customers to compare what is available before making a decision. Services typically offered by banks include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks offer online banking and mobile banking which allow customers to access their accounts from anywhere they have an internet or cellular connection.

Insurance Broker

Every day, insurance brokers help Gallatin County, MT residents make important decisions about their health, property, and finances. The work of an insurance broker is to assess the needs of a client and then find the best possible policy from among the many offered by various insurance companies. An insurance broker is like a personal shopper for policies, and because he or she works with so many different companies, can usually find something that meets the client's needs at a good price.

Retirement Planning

Gallatin County, MT residents may be looking for financial advisors to help with their retirement planning. Financial advisors can provide guidance on saving for retirement, investing in the stock market, and choosing the right retirement plan. They can also help Gallatin County residents stay on track with their retirement goals and make sure they are making the most of their money.

Wealth Management

Gallatin County, MT is a rural county located in the southwest corner of the state. The county is home to about 97,000 people and is known for its agriculture and ranching industries. While the county has a number of small businesses, it does not have a large enough tax base to support many of the services residents would like to see. Wealth management can help Gallatin County residents by providing them with access to investment advice and opportunities that can help them grow their assets. Wealth management can also help residents save money on taxes and protect their assets from estate taxes.

Estate Planning Lawyer

Gallatin County, MT residents who want to make sure their estate planning is done correctly can benefit from the help of an estate planning lawyer. Estate planning lawyers can help residents of Gallatin County, MT with a wide variety of tasks related to estate planning, including creating wills and trusts, setting up power of attorney arrangements, and more. Residents of Gallatin County, MT who are interested in getting started on their estate planning should contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Gallatin County, MT can help residents by providing them with the best information on mortgages. They can also help residents find the best rates and mortgage products available to them. Mortgage loan officers can also provide advice on how to pay off a mortgage sooner, and they can help residents get pre-approved for a mortgage.

Tax Services

Gallatin County, MT residents can benefit from the help of tax accountants. Tax accountants can help Gallatin County, MT residents save money on their taxes. Tax accountants know all the deductions that are available to taxpayers and can help them take advantage of these deductions. Tax accountants can also help Gallatin County, MT residents file their taxes correctly so that they don't have to worry about being audited by the IRS.


FAQs About Personal Financial Advisors in Gallatin County, MT