Stockman Wealth Management
-
321 W Broadway
Missoula, Montana 59802 - (406) 258-1450
- Website
Hours
Chamber Rating
About
Stockman Wealth Management
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp. SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities. Our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Products
- Stocks
- Bonds
- Investments
- Investment Portfolio
- Equity
- Income
Services
- Investment Advisory
- Financial Planning
- Taxable Accounts
- IRAs
- Individual Retirement Accounts
- Retirement
- Non-Profit
- Cash Management
- Retirement Planning
Questions & Answers
Q What is the phone number for Stockman Wealth Management?
A The phone number for Stockman Wealth Management is: (406) 258-1450.
Q Where is Stockman Wealth Management located?
A Stockman Wealth Management is located at 321 W Broadway, Missoula, Montana 59802
Q What is the internet address for Stockman Wealth Management?
A The website (URL) for Stockman Wealth Management is: https://wealthmanagement.stockmanbank.com/stockman-wealth-management-917d97e0341a?y_source=1_MjU2MjkzMzgtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are Stockman Wealth Management open?
A Stockman Wealth Management is open:
Tuesday: 9:00 AM - 4:00 PM
Wednesday: 9:00 AM - 4:00 PM
Thursday: 9:00 AM - 4:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 4:00 PM
Hours
Ratings and Reviews
Stockman Wealth Management
Overall Rating
Overall Rating
( 0 Reviews )Brennan Mickelson on Google
We sold our home and moved 1300 miles and gave the Stockman Bank more than enough time to schedule and complete important tasks prior to our scheduled closing date. The lack of urgency, empathy, and the inability to delegate essential tasks during our home loan financing process has been nothing short of shocking. There have been numerous miscommunications between departments within Stockman Bank that caused us to push back our closing date have cost us thousands of dollars. We have been "under contract" for more than 50 days. The customer service from the loan officer has been abysmal and the lack of initiative to fix the situation that they have caused is nonexistent. I would absolutely not recommend using this bank as a home loan lender.
Kimberly Nuccio on Google
Did everything I was asked to do, submitted all paperwork I was asked to submit, very little in responsiveness, emails go weeks unanswered. Tell me they will look at the paperwork, and then nothing, absolutely nothing. I have never in my life dealt with loan officers like this. The most frustrating experience ever!
Taylor Scott on Google
Worked with many banks in Missoula and this is by far the best. Working with Brandon Dwyer has been great.
Kevin Kass on Google
They never fix their atms
Jon Rutkowske on Google
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
Financial Planner Near Me in Missoula, MT
D.A. Davidson
Missoula, MT 59802
406-543-8244 ( 4 Reviews )
Mike Keffler Financial
Missoula, MT 59803
(406) 523-3940 ( 0 Reviews )
Charles Friend - Financial Advisor, Ameriprise Financial Services, LLC
Missoula, Montana 59808
406-541-2100 ( 0 Reviews )
Western International Securities
Missoula, MT 59801
(406) 327-9800 ( 0 Reviews )
The Vesta Group
Missoula, Montana 59802
(406) 829-4603 ( 0 Reviews )
Switchbacks Capital Advisory
Missoula, MT 59801
406-356-8070 ( 0 Reviews )
Edward Brown, Investment Advisor Representative
Missoula, MT 59803
406-544-9337 ( 0 Reviews )
Catalyst Financial Advisors and Associates
Missoula, Montana 59801
(406) 239-4887 ( 0 Reviews )