View Profile

Kieffer Tax Service

(20)

Tax Preparation, IRS Representation, Tax Planning

“I came to Kieffers Tax Service worried I was too late for the filing deadline…not only did Nancy solve my tax issues, but she filed my daughters 1040 and we both got back more than Turbo Tax lead us to believe.”

i

View Profile

Rutherford Mac Donald & Olson

“Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.”

i

View Profile

HD Tax Preparation & Small Business Services

(4)

“From starting your business, to doing payroll and taxes and all of the questions you may have in between, Jesica, Justine and team are awesome.”

i

View Profile

Pulley & Muzzana Cpas

(1)

Tax Services, Quickbooks and Cloud Accounting Services, Business Services

“I've used the CPA services offered by Barbara and her team for many years, and have found them to be consistently competent, professional & efficient.”

i

View Profile

Coghlan Financial

(9)

Portfolio
Financial Advisor
Knowledge

“Have been with Chris Coghlan for almost a decade now, while there are many ways to measure a financial advisor I can testify that we have consistently beaten the market, and most importantly Chris Coghlan has been engaged with me every step of the wa...”

i

View Profile

SG Long Financial

(4)

SGL Managed Portfolios, Wealth Manager, Investing

“Josh Eder with SG Long has been phenomenal is assisting me with transferring my 401k from my old job and investing my money and help me start growing my investments!”

i

View Profile

Networth Financial

(4)

Retirement Strategies, Life Insurance, Annuities

“Smart investing made safe and easy with the friendly staff”

i

View Profile

Anderson Zurmuehlen

(3)

Financial Services, strategy, Collaborations

“I am an employee of AZ and am proud of their continued recognition, with both employees and the firm receiving honors and accolades from AICPA, NASBA, 20 Under 40, the Governor's Equal Pay for Equal Work Task Force and many more.”

i

View Profile

Norm Williamson, CPA

(1)

“Great people to work with.”

i

View Profile

Pintler Wealth Management Group

“Our name is based on a spectacular Montana wilderness area and rugged mountain range, informally known as the 'Pintlers.' We felt this name best represented our group of financial advisors, with each advisor's individual strengths combining together ...”

i

View Profile

McNay & Messick, CPA

(5)

“If you are looking for a CPA firm that cares and is price right, you won't go wrong here.”

i

View Profile

Advanced Practice Planning

(7)

Informative

“I immediately subscribed to his SOAP Financial Notes newsletter and am continually nodding along learning about real life examples of why financial planning and having clear personalized money goals is essential.”

i

View Profile

Round | Carlino

(1)

Tell A Friend

“I've done business with Ray Round and Sydney Carlino for years.”

i

View Profile

Montana Retirement

(2)

“And they do a wonderful job of explaining everything that is easy to understand.”

i

View Profile

Big Sky Country Financial

Missoula Life Insurance, Asset Protection, Charitable Donations in Missoula

“Reliable Financial Planning and Annuity Advisor serving Missoula, MT Big Sky Country Financial is your first choice in Missoula for financial advising - no matter life insurance, retirement income planning, asset protection, or estate planning. Our t...”

Featured

Each year more than 5 million private sector employees lose their job either by separation, being laid off etc. 41% of those cash out there 401(k) without knowing what that’s really doing. Do you know why you shouldn’t run to cash it out upon losing your job? nn#finance #401k #investing #retirement #financialfreedom #financialliteracy #money #business #invest #financialrules #investingforwomen #financialindependence #wealthmindset #financialfreedom #millionairemindset #moneymoves #investingbasics #wealthbuildingtips #moneygoals #personalfinance #stockmarketinvesting #retirementinvesting #retirementgoals...

i

View Profile

Switchbacks Capital Advisory

Individuals & Families, Corporate Executives, Non-Profits

“Switchbacks Capital Advisory seeks to simplify, strategize and personalize financial lives, investments, and legacy. With a commitment to providing a high level of service, independent research and analytics accompanied with thoughtful advice.”

i

View Profile

Holmquist Financial Northwest Investment Advisors

(1)

“It's a tricky business and we are aware of the financial risks, but we have complete trust in his advice.”

i

View Profile

Westpeak Private Wealth

“WestPeak Private Wealth is a small firm supported by the resources, stability, and expertise of two renowned financial institutions: Kestra Financial and Fidelity Institutional. This allows us to provide you with the personalized, one-on-one support ...”

i

View Profile

Front Street Capital Management

“Lean done right can dramatically boost the value of any enterprise over the long term, argues Cliff Ransom. For decades, Cliff has been analyzing the value of companies by researching and above all visiting them to suss out the integrity of their lea...”

i

View Profile

Estep, Geeting and Weber Capital Management

Services, Services

“Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we've helped clients navigate through challenging times with purpose and confidence toward their financial ...”

i

View Profile

Stewart & Associates

“Stewart & Associates is compensated solely and directly by the client, and we do not receive any payments that are contingent upon the purchase or sale of a financial product. We charge hourly for our services, rather than basing fees on client asset...”

i

View Profile

Treasure State Retirement Planning

How We Help, Social Security Basic, Tell A Friend

“Hi. We are Treasure State Retirement Planning, and we believe no one should leave their retirement to chance. You have worked your entire life to enjoy these years, so you should fully enjoy them. We help you manage your whole financial picture and c...”

i

View Profile

Sagemont Investment Group-Darrell Reese

(3)

“I have been working with Darrell for several years & trust his wisdom & honesty.”

i

View Profile

Thomas Capital Management

“In 2016 we moved to Hamilton from Whidbey Island, Washington. My wife, Sarah Durling Thomas, grew up in Hamilton and taught art at Hamilton High School. After marrying and relocating to Washington, somehow it was my idea to go back to Hamilton. Hamil...”

i

Average Cost	$3359
Minimum cost	$1120
Maximum cost	$9515
Avg Per Hour Rates	$336

Best Financial Advisors in Missoula, MT

The highest-rated Financial Planning & Wealth Management companies out of 141 vetted & reviewed in the Missoula area.

Kieffer Tax Service

Rutherford Mac Donald & Olson

HD Tax Preparation & Small Business Services

Pulley & Muzzana Cpas

Coghlan Financial

SG Long Financial

Networth Financial

Anderson Zurmuehlen

Norm Williamson, CPA

Pintler Wealth Management Group

McNay & Messick, CPA

Advanced Practice Planning

Round | Carlino

Montana Retirement

Big Sky Country Financial

Switchbacks Capital Advisory

Holmquist Financial Northwest Investment Advisors

Westpeak Private Wealth

Front Street Capital Management

Estep, Geeting and Weber Capital Management

Stewart & Associates

Treasure State Retirement Planning

Sagemont Investment Group-Darrell Reese

Thomas Capital Management

Retirement Planning and Investment Management Services in Missoula, MT Cost Estimates

Why these companies made our list

Wealth Management Advisors near Missoula

Popular in Missoula