Expertise.com

Best Financial Advisors in Billings

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Billings, MTBillings, MT

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.

Billings, MTBillings, MT

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

3409 Transtech Way, Suite A, Billings, MT 59102
Billings, MT 59102

Website(406) 839-2037

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1440 Grand Ave, Billings, MT 59102
Billings, MT 59102

Website(888) 710-5306

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

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.

3012 4th Ave N., Billings, MT 59101
Billings, MT 59101

Website(406) 248-5487

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

100 24th St W #2044, Billings, MT 59102
Billings, MT 59102

InstagramWebsite(406) 272-2828

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2615 St. Johns Ave, Suite A, Billings, MT 59102
Billings, MT 59102

InstagramWebsite(406) 656-9212

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

914 Wyoming Avenue, Billings, MT 59101
Billings, MT 59101

Website(406) 294-3080

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1597 Avenue D Suite 4, Billings, MT 59102
Billings, MT 59102

Website(406) 652-7744

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

178 S 32nd St. West, Suite 1, Billings, MT 59102
Billings, MT 59102

Website(406) 294-7526

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

12 Avanta Way Suite 1, Billings, MT 59102
Billings, MT 59102

Website(406) 256-5121

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

15 Avanta Way, Suite 1, Billings, MT 59102
Billings, MT 59102

Website(406) 652-2320

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

3178 Gabel Rd. Ste 1, Billings, MT 59102
Billings, MT 59102

Website(406) 294-5000

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

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

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.

3012 4th Ave N Suite A, Billings, MT 59101
Billings, MT 59101

Website(406) 256-6112

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you