Financial Advisors in Bozeman, MT

you may be interested in this course: https://www.thehrdc.org/how-we-help/housing/homebuyer-education/

My husband and I just bought our first house last year. Renee Gaugler at Wells Fargo Home Mortgage patiently walked us through the process and Nick Zimmer over at Cross Current helped us find our dream home. Those two work well together. If you have any questions, I'm happy to answer to the best of my ability.

The first steps can happen pretty much at the same time. Schedule a time to talk with a full time Real Estate Agent and a Mortgage Lender. I recomend talking to the real estate agent first because they can provide some good questions for you to ask the lender. Figure out your budget for what you feel you can afford for a monthly payment and discuss this with your lender as well. Once pre-qualified, you and your Real Estate Agent will work as a team to identify houses that will work for you. Your agent will provide you all the data to make a good decision on price when you decide to make an offer. I am a professional REALTOR in Bozeman and would love to sit down and coach you through this process. Send me a message and we can set up a time to meet. There is no cost to this and of course no obligation. https://www.facebook.com/983832345036095 Kyler Harris - Bozeman Real Estate www.kylerharris.com

I would start with Brett Warren Hyde at https://www.facebook.com/146570868759104 A Preferred Mortgage Team: A Division of American Pacific Mortgage He won't steer you wrong!

www.kylerharris.com and Renae Harris at Stockman Bank are a great team!

Colleen Wood@Stockman Bank (556-4124) & https://www.facebook.com/520641951411834 Small Dog Realty-Dina Emmert and you are set!

It would be best to find a realtor and a lender first. Walter Rivers for Real Estate and Katie Dillinger for the Lending. For the Financial advising piece I'd be happy to talk as well.

Call Neal at Rocky Mountain Bank and let him walk you through everything. 1-406-556-7600

Hello! My name is Katie and I am an LO over at Mann Mortgage. I'd love to sit with you and your husband and see if we can't get you pre-approved so you can start house shopping! Feel free to message me here or give me a call at the office at 587-8600. Have a great day!

My husband and I just bought our first home. Its best to start with a lender so that you know what your limit is and what you can afford. While there ask about the first time home buyers class. If you do it right away it is extremely helpful with the process and you also get lower interest rates for completing it. If you not sure where to start to find a lender call your bank and you can start with them:) After you get a quote find a good realtor to help you out!:) I highly recommend Jody Savage with Pure West!

Amanda at Opportunity bank is Amazing

Kim Sharpe great realtor who works with first time home buyers and understands them

Kinsley Ellen at Donnie Olsson Real Estate would be a great person to talk to!

With 22 years in the business and local of Bozeman for decades, I would very much enjoy an opportunity to help answer all your questions. No matter what, though, you want to make sure you're working with a Realtor and a lender who knows the ropes and will take the time to give you the attention you deserve! Vossknowsbozeman.com, voss@kw.com, 406.539.5889

I would love to be a part of who you interview for a realtor ! Please call or text with any questions ! Nicole Blount -KWMT 406-579-2246

A good realtor can connect you with a great lender -- https://www.facebook.com/1430994993882525 Dan Stone Real Estate of Montana has worked with many and helped me find one that was better than others I've used in the past.

Dave at Bozeman Real Estate Group. 406-600-0647

Hi, my name is Debbie McEachron and I'm a Realtor at ERA Landmark here in Bozeman. The homebuyer's class at HRDC is a great place to get information. Definitely visit a lender to find out where you are financially. It will help you focus your home search. I would strongly suggest using a local lender rather than an online company. There isn't a lot of inventory and we are coming into a season that typically has more buyers so having all your ducks in a row will help you to be able to move quickly when you find something that you love. If you would like to sit and chat I'd be happy to help. Call, email or IM.:) 406-219-1109

Lender first! I used Renee Gaugler with Wells Fargo, absolutely loved working with her. Super knowledgeable, the process was easier than I expected, and i felt as if I didn't need to worry about a thing. Best home buying experience!

Pre approval is very important in today's market. Also, take a look at my Facebook page, Kelley Halle Bozeman Montana Area Real Estate. I'm always posting helpful hints for both buyers and sellers, and you may find some things there that will help you. Most importantly, in today's market, you need the help of a real estate agent that you trust. I've helped many first-time home buyers and would be happy to talk to you about the process. Many people don't realize that it does not cost a buyer anything to be represented by a buyer's agent, as the commissions are paid by sellers.

Nathan Goodman has tons of knowledge i would highly recommend him for helping you get into a house!

A good lender will talk with you about what you are looking for, how much you are willing to spend for your mortgage and then look at how much you can be approved for. Renee Brosten Gaugler is who we used as a lender for our 1 st home and can't say enough good things about her. https://www.facebook.com/177170649158239 Renee Gaugler NMLSR ID 400368 - Wells Fargo

Dave Cole at https://www.facebook.com/571772952853983 Raymond James Financial Services, Inc. - 777 East Main Street is the best - hand down!

Absolutely Bjorn.

Cassie Jackson with https://www.facebook.com/562750387228232 Cassie Jackson- Modern Woodmen of America is great!

https://www.facebook.com/562750387228232 Cassie Jackson- Modern Woodmen of America. She is kind, warm, honest and she works for a non profit so her rates are lower. She will take great care of you. Her customer service is fantastic.

Marty J Haskins with Edward jones is brilliant!

Alex Hudak with Raymond James Financial

Sydney Awe Rick with Awe Financial 522-0585❤️

Definitely Cassie Jackson with Modern Woodmen of America!

Cassie Jackson with https://www.facebook.com/357244711692 Modern Woodmen of America. She is so wonderful an sweet!

Alex Hudak!

I'd be happy to grab coffee and have a conversation around what your needs and goals are! 406-600-6233.

Cassie Jackson with Modern Woodmen of America is the way to go!! She is very knowledgeable, friendly, and will work for you!! I wouldn't trust my finances to anyone else ❤️

If you want someone who will listen and give you expert advice, definitely call https://www.facebook.com/562750387228232 Cassie Jackson- Modern Woodmen of America. She's fantastic!

Thank you all so much for the referrals! I highly recommend sitting down with a few financial advisors to determine the best fit for you. I would love to be considered. Give me a call at 406-219-1880 or send me a message through my business page https://www.facebook.com/562750387228232 Cassie Jackson- Modern Woodmen of America

Dave Cole - he is awesome!!!

Marty J Haskins with Edward Jones! I've been working with him since 2011 and meet with him annually to make sure I'm still in alignment with the goals we're working towards. Low pressure. Highly recommend. 556-8164

I highly recommend Bjorn Burnett with https://www.facebook.com/99909082931 Northwestern Mutual!!! He is amazing!!!!

Bjorn Burnett has some exciting stuff about planing

Kelly Swanson with Edward Jones. She's the best!

Joe Dahinden at DA Davidson! Highly recommend! Great guy and really does care!

I would be happy to speak with you. My initial consultation is free of charge and more like a low pressure professional conversation. Please give me a call at 406-522-4786 and we will go grab a cup of coffee.

Dave Cole at https://www.facebook.com/571772952853983 Raymond James Financial Services, Inc. - 777 East Main Street - they are the best!

Bjorn Burnett is very knowledgeable and not pushy. He works with a team of people that can also help like a CPA and a estate planning attorney. He has a lot of experience and is really nice.

Rachel Simonson, Certified Financial Planner, doesn't represent a company, so no dog in the fight.4068505257

Bjorn Burnett is the guy.. friendly hard-working and trustworthy

I've met with Bjorn Burnett at Northwestern Mutual and found him to be very helpful. He's a great guy and I know he'd be happy to meet with you. I highly recommend him!

Wilson Smith is wonderful!!!

Alex Hudak at Hudak and Associates!

Paul Jones Waddell and Reed. 581-9402

Joe Dahinden at DA Davidson. He is so knowledgeable u cant go wrong!

I work with & recommend Kelly Skaggs with Northwestern Mutual. He really cares about his clients & helping them succeed financially. Life insurance & investments are a part of that picture though, so I encourage you to be open to those options as well.

Leisl Mooer is great

Meet with at least three and make a full financial plan, even if you don’t do everything at once. Kelly Skaggs at Northwestern Mutual is good.

Paul Wilson check out this thread. We were just talking about this...

Bjorn Burnett with https://www.facebook.com/99909082931 Northwestern Mutual

Bjorn Burnett with Northwestern Mutual!

Alex Hudak and Matt Hudak at Hudak and Associates

Mike McLeod and he attends GBC.

Shaun McManus- trust him!

Minette Jessup at Raymond James

Heather McPhie Watanabe Long time Bozeman family, Olympic skier...now living in SLC picking up excellent experience to help Montanans

https://www.facebook.com/1465004653528957 Ty McDonald - Financial Advisor at Waddell & Reed

Definitely recommend http://www.moosfinancialservices.com in town. Great stuff, no pressure and no insurance sales pitch.

Call Alex Hudak at Hudak and Associates. 406-586-1108.

I would love to connect with you. I am a planner which covers a range of things, if you don't want insurance, or retirement plans we certainly don't need to talk about that. I will listen to you! Just give me a ring and we can set a time to chat with my team free of charge. 406-522-4796 or bjorn.burnett@nm.com

We use Kelly Skaggs at Northwestern Mutual. He really makes us feel comfortable that our long term goals are safe and attainable! I would strongly recommend him.

Cassie Jackson!

We love Alex Hudak and his wife Sue. They own Raymond James that used to be above Big Sky Western Bank, but just moved to a new office.

Kelly Skaggs with northwestern mutual.

Warren Buffett: https://www.forbes.com/sites/johnwasik/2017/03/01/warren-buffets-single-best-piece-of-advice/#6 d70 b33 b41 b9

Montana Capital Management is an independent advisor so he will not push products that he gets a commission on. My previous experience with anyone at Northwestern Mutual has been the opposite.

Kelly Skaggs is awesome! He really cares about his clients & isn't pushy at all. I highly recommend him!

Marty J Haskins with Edward Jones is great!

Kelly Swanson - Edward Jones in Belgrade. She's awesome!

Take a https://www.facebook.com/30592180885 Dave Ramsey class! $100 for all materials and his guidance is easy to follow and makes sense.

Thank you for the recommendations Steph and Julie! I highly recommend meeting with a few different advisors (or how ever many it takes) to find someone you're really comfortable with. I would be happy to meet with you to see how I can help. I can also provide you with some free online resources that you can use to determine the best advisor for you and your family. https://m.facebook.com/profile.php?id=562750387228232&tsid=0.957509978444168&source=typeahead

Paul Jones Waddell and Reed is amazing

Erin Yost at DA Davidson!

Dave Cole at Raymond James!

Cassie Jackson with https://www.facebook.com/562750387228232 Cassie Jackson- Modern Woodmen of America, she has a heart of gold and will do extra research for her clients. She also works for a nonprofit, Modern Woodmen, who has been in business for over 100 years, so her rates are reasonable and they give back to the community.

John Stites with Edward Jones! He's an amazing planner, gets you financially set with a plan and then if you can later he will invest for you. He doesn't charge anything out of pocket but earn percentages off of what they make for you when you get to an investment point.

Zachary Schmidt or Andrea Wass at https://www.facebook.com/99909082931 Northwestern Mutual. They are both very knowledgeable and helpful!

Troy Miller - he's here in bozeman and specializes in college and retirement planning. Worth a call! http://www.troyemiller.com

Kelly with Edward Jones in Belgrade. She's the best!

Cassie Jackson with Modern Woodmen. She is professional,kind and knows her stuff.

Erin Yost or Morgan Owen at DA Davidson

Bill Stoddart at Northfork Financial.

Brandon Hays Voya Financial. I haven't ever given him any up front fees, but all my stuff is taken care of by an honest and detailed oriented person. Give him a call.

Kelly Swanson in Belgrade with Edward Jones

Dan Ritter at Waddell and Reed is your go to guy...5868581. He figures out what is best for his client, not what gets him more $$ and has a great personality too

Kelly Skaggs with Northwestern Mutual phone 522-4799, I know a hand full of people who use him and think very highly of him. I'm planning on meeting with him soon myself!

Marty Haskins with Edward Jones in town. Extremely nice and professional, personable guy. Give him a call.

Marty J Haskins is the best! He's with Edward Jones 556-8164.

She's in Belgrade, but Kelly Smith with Edward Jones is great.

Paul Jones at waddel and reed

Brandon Hays

Marty J Haskins with Edward Jones

Kelly Skaggs has been very helpful for our family:) We recommend him to everyone!

Kelly Skaggs with Northwestern Mutual!

All the guys at Raymond James

Kris Moos Financial Services

Marty Haskins from Ed Jones

Marty J Haskins Edward Jones

Anna Galindo

Marty J Haskins with Edward Jones is awesome! He's an expert in his field and cares about his clients!

Steve Hample!!

Dan Ritter at Waddell and Reed

John Stites with Edward Jones..he is by referral only so you can use my name and he doesn't charge anything for planning and will help you invest

Kelly Skaggs northwestern mutual! My husband and i have 100 percent confidence and respect for his knowledge and care. We highly recommend kelly skaggs!

Northwestern Mutual!!

Travis Hartman at northwestern mutual or Sydney Awe Rick of awe financial. Both are great!

Kelly Skaggs from Northwestern Mutual!! Very confident and professional, will make you feel safe and sound in your future financial decisions and freedom!

Kelly Skaggs Northwestern Mutual.

Sam Sharples!

Kelly Skaggs Northwestern Mutual. 406-670-4375

Kelly Smith with Edward Jones! She is very knowledgeable and personable!

Paul Jones WR Advisors!

I would ask the Millenial Money Man Community which is a closed group. You can get to the community via https://www.facebook.com/genymoneyman/

Love Inc offers a free financial course, where you're paired with someone who helps evaluate your finances as a whole and set up a plan that's doable for you. Their next class class starts soon, if you're interested: https://loveincgc.org/finding-financial-freedom/

Bjorn Burnett is a great advisor. He works with your estate attorney if needed and can guide you through the best plan for your needs and assets.

MicKenna Financial. Everyone in the office is super. We work with Micaela McKenna, and she has been excellent.

Dave Cole at https://www.facebook.com/571772952853983 Raymond James Financial Services, Inc. - 777 East Main Street is the best in town.

Kevin Hubley for accountant!!

Shelby at Rudd and Co. She is fantastic! Very reliable and easy to talk to accountant. Also, Financial advisor Bill Stoddart. Very down to earth and have known him for years. He is a wonderful and helpful man--he is still my advisor even though I've moved.

Mike Costel with Waddell and Reed has been super helpful for us as a financial advisor

Max Mackin. He's a great financial advisor.

Donna S. Gottsch, CPA?

Penor and Associates CPAs PC! !

I would also love to be interviewed! I have great references. Corian Pommerville.