Missoula, MT Investments

Positive: Professionalism, Responsiveness

Susan has done an outstanding job explaining answers to our questions. Shes very personable and truly cares about us. Shes also very knowledgeable and very trusting. ... more

Met the ladies in the office, very welcoming and kind! The office atmosphere is warm and lovely.

Such a thorough review of our investments and planning options. Marin and Shea are amazing! Thank you for everything!

Rachel and Michelle are always supportive and advise with my needs in mind. I have 100% trust in them!

Josh Eder: Dedicated Financial Advisor and Community Leader If you're seeking a financial advisor who combines deep knowledge with a genuine commitment to his clients and ... more

We have used HD Tax Prep since we started doing business about 3 years ago, and we can't speak highly enough of them! From starting your business, to doing payroll and ta ... more

Jared was fantastic! Helped me get 2 documents notarized. Super pleasant individual and great to work with. More individuals like him are needed in this industry.

Very friendly and helpful tellers. Answer all our questions and was quite patient with us.

Grant was extremely helpful in getting life insurance set up for my husband and me. There's a lot more to it than I knew! Grant was patient with any questions I had, and ... more

Here I am able to get full coverage for 2/3 the price I could get liability at other companies and Caroline is so polite

We had our bathroom cabinets refinished.

Don't pay attention to the fraudulent accounts leaving reviews. I've done business with Ray Round and Sydney Carlino for years. Great investment and retirement advice. I ... more

I work with Geoff handling financially complicated divorces and he has been a great asset in helping my clients decide how to move forward in a positive way. Great work, ... more

Thank you !!!

Horrible experience! Easton is very unprofessional and down right rude! I just moved back to Montana and searched for a farm base insurance company I like what they had t ... more

Great service, and reasonably priced. I was desperate to get my garage door repaired after the spring broke and the door was non-functioning. After calling several other ... more

Technician knocked on doorbell and did not wait for me to get to the door. He waited maybe 5 seconds before leaving. I emailed immediately the response they sent me for " ... more

Excellent service, very friendly

Thank you Mike Hutcherson for taking the time to spell out all our options. Buying insurance is not our favorite thing to do, but you made it simple.

The place is very nice and comfortable for a party or business gathering! Super friendly and helpful staff!

My wife and I have been completely impressed with Casey and team. If you are looking for solid financial advice, guidance and planning, look no further!