Bozeman, MT Financial Consultant

Justin Lappe is the financial advisor you would like to work with if you think integrity, respect, certainty, being concise, and focus is important to have.

Bobby is great to work with! You can tell that she really cares about finding the best solution for you and your needs. She answers any questions you have, and makes sure ... more

Distinctive Lighting set up a Simple IRA program for our staff using Edward Jones and Nathan Kirby a couple of years ago and he has been an absolute pleasure to work with ... more

Bobby Dorvall took care of me. I moved from Texas back home and needed a good financial advisor! Jackpot!!

Very knowledgeable and friendly

Good service.

Marty and team has been great to work with over the years. I value the connection I have with Marty because I can tell there is no BS. We manage several different things ... more

Brett and Rich have been great to work with! I highly recommend their services!

I met with Ken and Shannon at Insured America today and am so happy with my experience. They were very informative about their products and they really wanted to help mak ... more

Matt and Christa have guided us through complex financial situations over the last few years. We are so grateful for their expertise and support. I highly recommend worki ... more

I closed on a home last week. I am beyond excited, to be among the property owner class once again! This process could not have gone more smoothly or been more organize ... more

Love the young guy Matt he's very helpful!

these guys ROCK

Been insured here for 10+ years, and they have always been great to deal with!

Best people around!

Jeff is an awesome financial advisor! Really takes the time to explain everything to you and does not pressure you into anything. His staff is also really nice to work wi ... more

Tony is the greatest! Being a new business owner Tony takes extra time and care to go through Quickbooks with me to make sure I understand the picture that is being pain ... more

We use Destra Capitals Preferred Income fund in our Income and Income and Growth models. We are very happy with its performance and fund characteristics. Our wholesaler i ... more

Absolutely infuriating brokerage. Their 2 apps don't work or show accurate info, you are guaranteed to be on hold forever to get an unhelpful employee and they lock you o ... more

They lie about what they will do. Told me get life license and will hire me In the office. Never happened. Won't let my daughter network with who she wants, after they sa ... more