Expertise.com

2024

Last updated:

Best Financial Advisors in Billings

Our Recommended Top 14

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Billings Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

37Reviewed

27Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Billings, MT
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Billings, MT

Why choose this provider?

Need help contacting a Financial Advisor in Billings? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
12 Avanta Way Suite 1, Billings, MT 59102
  • Wealth Management
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Strategic Retirement Plans is a company serving the Billings area. It offers financial planning, utilizing a conservative approach to wealth management and focusing on its five pillars: insurance, estate, tax, investment, and retirement planning. Clients are provided with investment alternatives by the company's advisors, who also educate them on how to make wise financial decisions. The firm has collaborated with Commonwealth Financial Network. Its founder, Gabe Lapito, was named Best in State and Top Millennial Financial Advisor by Forbes Magazine.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
15 Avanta Way, Suite 1, Billings, MT 59102
  • Finance Planning

Why choose this provider?

Summers McNea CPA is a full-service accounting firm operating in Billings. It offers a wide range of advisory services for individuals and businesses, including litigation support, entity selection, succession planning, cash flow and budgeting analysis, and financial forecasts and projections. For more than 50 years, its team of professionals has been participating in continuous learning and maintaining relationships with professional organizations and other accounting firms to improve their services. The firm also assists in managing taxes, audits, and bookkeeping and payroll.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.7 / 5 (6)
Facebook
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3012 4th Ave N., Billings, MT 59101
  • Estate Planning
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Founded in 2012, Claves Vita, Inc., helps the people of Billings obtain financial freedom through professional advice. The firm guides professionals, executives, and business owners in building their wealth. It builds a comprehensive financial plan for clients that encompasses their estate and retirement. The company also provides asset management services. Claves Vita’s other offerings include tax preparation and planning. Founder Tarra Grazley-Pfister is a Certified Financial Planner, Chartered Retirement Plans Specialist. Grazley-Pfister is also enrolled in the Chartered Financial Analyst program.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3012 4th Ave N Suite A, Billings, MT 59101
  • Certified Financial Planner (CFP)

Why choose this provider?

TTG Financial Services, Inc., is an investment advisory firm serving Billings. Its services focus on 401(k) and retirement plans, financial planning, and wealth management to both individuals and corporate clients. It provides personalized advice on managing its clients’ finances and reviews plans regularly. It also helps companies develop an Investment Policy Statement tailored to their needs for their retirement plans. Its president, Tarra T. Grazley-Pfister, is a designated CFP and CRPS and was a featured speaker at Fidelity Advisor Council.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3178 Gabel Rd. Ste 1, Billings, MT 59102
  • Estate Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

True North Financial is a privately owned firm serving the residents of Billings and the neighboring communities. It helps clients manage their wealth and achieve financial freedom by providing them with a comprehensive suite of retirement planning solutions, including financial planning and allocation of funds, risk management, insurance planning, and income and tax planning. It also assists customers with estate planning. Founder Ty Vogele has earned the CRPC designation and serves on the board of non-profit organizations like the Montana Family Foundation and LaVie.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
178 S 32nd St. West, Suite 1, Billings, MT 59102
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Retirement Solutions is a full-service financial firm that serves clients in Billings and neighboring areas. Its financial advisors coordinate financial activities with a team of legal and tax advisors to help clients implement and monitor their financial planning strategies. They assist clients by repositioning their assets. In addition, they offer their services to executives, business owners, retired citizens, and clients with inheritances. Founder Anthony D. Miller has been helping clients achieve their financial planning objectives since 1991.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2615 St. Johns Ave, Suite A, Billings, MT 59102
  • Certified Financial Planner (CFP)

Why choose this provider?

Loveless Wealth Management LLC provides a broad range of financial management solutions to clients in and around the Billings area. This wealth management boutique helps clients attain their financial security goals by offering services such as cash flow and budget planning, multi-generational wealth management, income tax planning, and charitable gifting. It also provides assistance with investment management, estate planning, and insurance and risk management. President and founder Donald S. Loveless holds the Chartered Financial Analyst and CFP designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1597 Avenue D Suite 4, Billings, MT 59102
  • Finance Planning

Why choose this provider?

Montana Financial Group helps the people of Billings obtain their desired financial future by offering financial planning solutions. Its process involves identifying a client’s values, short- and long-term goals, time horizon, and risk tolerance to determine the necessary actions. The firm also helps clients understand investment fundamentals and prioritize their financial goals. Montana Financial Group also offers investment products. One of the firm’s professionals, Kathy Dietz, is a Chartered Life Underwriter and Chartered Financial Consultant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
100 24th St W #2044, Billings, MT 59102
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

The Evergreen Financial Group is a wealth management firm that caters to Christian families in Billings. Its solutions involve purpose-driven investing that is fueled by the establishment of goals and the assessment of risks. It offers various plans depending on a client's current needs and the scope of their financial picture. In addition to his services as the firm's founder, Tim Bauer is a Certified Financial Planner. He also participates in volunteer work at the local Faith Family Church.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
914 Wyoming Avenue, Billings, MT 59101
  • Certified Financial Planner (CFP)

Why choose this provider?

MG Financial Advisors provides comprehensive wealth management services in Billings and nearby areas. The firm assists in building financial plans for a range of clients, including individuals going through significant life events such as employment change and marriage, beginners in investment, and retirees. It also offers tax reduction strategies, estate planning, and business owner services. The firm’s financial advisor, Josh Medvidofsky, has a master’s degree in business administration and is an Accredited Investment Fiduciary and a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3409 Transtech Way, Suite A, Billings, MT 59102
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Allied Investment Advisors serves clients throughout the Billings area. This advisory firm assists clients in developing a tailored financial strategy to meet their goals. It offers investment management services, assisting clients in navigating significant life events, retirement, and market events. Its team conducts a discovery meeting with each new client to know more about their financial history and current situation. Founded in 2009, the firm also serves clients throughout Wyoming. Firm principal and CFA Gary Lucas holds over 25 years of financial industry experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1440 Grand Ave, Billings, MT 59102
  • Tax Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Centennial Wealth Management offers financial advice to individuals, families, and corporate clients in Billings and the surrounding areas. It helps clients achieve their goals through various financial planning services, including income, tax, and insurance planning. It assists clients in identifying estimated retirement expenses, available assets, and other sources of income to develop income strategies that will allow them to reach their goals. Its founder, Mark Minarik, is a Certified Investment Management Analyst and has been in the investment services industry for more than seven years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What role does a financial advisor in Billings play in guiding individuals through different life stages?

    Financial advisors in Billings play an important role in guiding people through various life stages. Whether starting a new job, tackling a home loan, or planning for post-work years, these experts chart a path to financial stability. Their advice, similar to routine medical checks, is critical in preserving economic health and reducing future financial worries. Individuals are more suited to make sound financial decisions when they use their expertise, which increases overall economic resilience.

  • What are the net worth requirements for investment advisors in Billings?

    In Billings, investment advisors handling client funds and securities are required to consistently uphold a net worth of $35,000. Advisors who possess discretionary authority over but do not hold custody of client assets must keep a minimum net worth of $10,000. These financial thresholds are in place to provide a protective buffer for client resources under the advisor's management.

  • What are the reporting requirements for investment advisors in Billings when net worth falls below the minimum?

    If an investment advisor's net worth in Billings falls below the required minimum, they are required to notify the commissioner by the next business day's end. Subsequently, they need to submit a report on their financial condition, which includes a trial balance of all ledger accounts, a statement of non-segregated client funds or securities, a calculation of aggregate client ledger debit balances, and a summary of client account numbers.

  • What are the tax advantages of a Health Savings Account (HSA) for residents of Billings?

    For residents of Billings, a Health Savings Account (HSA) provides attractive tax benefits. Employer-based contributions to the account are made before taxes are applied. Funds can be invested when the account balance hits a certain threshold. Importantly, any distributions used for qualified healthcare expenses are not subject to taxation, offering an effective way to afford healthcare and save for retirement.

  • How does understanding one's risk tolerance with a financial advisor in Billings impact investment strategies?

    By working with a financial advisor in Billings, investors can better comprehend their personal risk tolerance. This understanding, derived from an individual's hopes, fears, and aspirations, helps handle investment outcomes and gauge risks. It encourages steadfastness during market slumps and prevents undue risk during prosperous markets. Except when life or financial goals change, it enables the maintenance of a long-term portfolio requiring only minor periodic tweaks.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.