5 vetted financial professionals are listed in Montana, including practices in Billings and Bozeman. They specialize in areas such as Retirement Planning, Financial Planning and Tax Planning. Compare credentials, fees, and minimums, then request an introduction free.
Financial Professional
Jennaway & McLeod Financial GroupI offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies
Founder
Off The Beaten Path FinancialRyan Sullivan, PE started his career as a Mechanical Engineer designing mechanical and plumbing systems for buildings across the country. At age 26 he launched an Engineering Department at a family owned plumbing contractor with the vision of simplifying and streamlining the construction industry. Within 5 years he grew the department to over $1 million in annual revenue, and along the way realized his true passion for personal finance and investing. Frustrated by consistently hearing the same boilerplate recommendations and lack of specific, detailed advice, Ryan started on his own financial research journey. Fueled by a passion for the markets, and dissatisfied by the idea of simply riding out market downturns, Ryan spent years studying professional investors and traders to understand what makes them consistently successful year after year. Over time he came to realize that other professionals in the building industry have similar questions and frustrations, but don’t have the time, energy, or enthusiasm to do the research themselves. Now his goal is to make his strategies available to others that would rather live their life than analyze the markets. By focusing his engineering mentality and logical systematic approach to personal finance and investing, he is on a journey to help 100 families achieve financial freedom. In his free time, you can find him and his adventurous wife exploring the great outdoors and pushing their limits. Whether it's skiing down a tight couloir, scaling a towering rock face, or shredding through a challenging mountain bike trail, Ryan is always up for a new challenge.
Owner
Off the Beaten Path Financial LLCMeet Ryan Sullivan, PE: Your Financial Engineer. Ryan Sullivan's journey to financial expertise began in the world of Mechanical Engineering. His early career involved designing intricate mechanical and plumbing systems for buildings across the nation. At the young age of 26, driven by a vision to s...
Financial Advisor
PrudentialNo two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
In addition to Fee-Only Financial Planning, Retirement Planning and Investment Management services, our firm offers full-service Accounting services including tax planning and tax preparation. MLR Financial Partners is a fee-only financial planner in Suwanee, GA, serving clients across northeast metro Atlanta including Suwanee, Duluth, Sugar Hill, Buford, Dacula, Flowery Branch, and Braselton.