Top financial advisors in Great Falls, MT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Great Falls, MT when you're navigating complex life changes like retirement planning or managing investments without the distraction of state sales tax. A common pitfall is working with an advisor who overlooks how Montana's tax environment can uniquely affect your financial decisions.
- Local tax knowledge. Confirm they understand Montana's tax rules, including the absence of general sales tax, and how that impacts your overall tax strategy.
- Retirement income planning. Ask how they help balance income sources to maintain your lifestyle while managing tax liabilities.
- Investment approach. Look for advisors who tailor portfolios considering your long-term goals and local economic factors.
- Experience level. Inquire about their years of practice and familiarity with financial challenges common in Great Falls.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Niki H
Series 63, Series 66
Great Falls, MT
D.A. DAVIDSON & Co.
Niki Harris is well-equipped to assist with retirement income strategy and wealth management in Great Falls, MT, leveraging over 30 years of experience and Series 63 and 66 designations. Affiliated with the large firm D.A. Davidson & Co., she serves a diverse clientele including high earners and established professionals, offering comprehensive financial planning and private wealth programs that differentiate her from other local advisors.
Experience: 24 years
Avg account: $552,040
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Corry P
CFP®, ChFC®, Series 63, Series 65
Great Falls, MT
First Command Advisory Services
Corry Prestidge's decade of experience and CFP® certification equip him to navigate Great Falls' unique tax environment, including Montana's lack of sales tax, benefiting retirement income planning and investment strategies. His role at First Command Advisory Services, a large firm offering face-to-face coaching and discretionary asset management with model portfolios, distinguishes him by combining personalized service with structured planning and diverse client expertise.
Experience: 11 years
Avg account: $214,697
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Eric B
CFP®, Series 63, Series 65
Great Falls, MT
Edward Jones
Eric Borggard's 34 years of experience and CFP® certification equip him to address retirement income strategies and estate planning in Great Falls, MT, considering local tax nuances like the absence of sales tax. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him from advisors at smaller firms or with less extensive resources.
Experience: 34 years
Avg account: $246,728
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Jake O
Series 66
Great Falls, MT
Valic Financial Advisors
Jake Olsen offers expertise in retirement income strategy and tax-loss harvesting, which are crucial for managing finances in Great Falls, MT's unique tax environment. Working with Valic Financial Advisors, a large firm with over 1,200 advisors, he provides flat-fee and hourly financial planning options, catering to both individual and corporate clients, despite having just one year of industry experience.
Experience: 1 year
Avg account: $99,681
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Douglas J
Series 66
Great Falls, MT
LPL Financial
Douglas Jergenson's nine years of experience and Series 66 designation equip him to address retirement planning and tax-loss harvesting in Great Falls, MT, where local tax nuances matter. His affiliation with OSAIC, a large SEC-registered firm offering flat-fee financial planning and diverse advisory programs, distinguishes him from others by combining personalized service with institutional resources.
Experience: 9 years
Avg account: $399,489
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