Best Financial Advisors in Billings

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Billings, MT

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Allied Investment Advisors logo
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Allied Investment Advisors

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

Business Description

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
Centennial Wealth Management logo
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Centennial Wealth Management

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

Business Description

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
Claves Vita Inc. logo
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Claves Vita Inc.

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

Business Description

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
Google
4.8 / 5 (18)
Facebook
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
Evergreen Financial Group logo
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Evergreen Financial Group

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

Business Description

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
Loveless Wealth Management LLC. logo
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Loveless Wealth Management LLC.

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

Business Description

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
MG Financial Advisors logo
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MG Financial Advisors

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

Business Description

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
Montana Financial Group logo
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Montana Financial Group

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

Business Description

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
Facebook
5.0 / 5 (10)

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
Retirement Solutions logo
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Retirement Solutions

178 S 32nd St. West, Suite 1, Billings, MT 59102
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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
Strategic Retirement Plans logo
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Strategic Retirement Plans

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

Business Description

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
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
Summers McNea CPA logo
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Summers McNea CPA

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

Business Description

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.
3.9
Google
3.4 / 5 (5)
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
True North Financial logo
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True North Financial

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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TTG Financial Services, Inc. logo
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TTG Financial Services, Inc.

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

Business Description

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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