With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Frequently Asked Questions About Kelley/McShane Investment Group
What services does Kelley/McShane Investment Group offer?
Kelley/McShane Investment Group provides customized financial advice and investment management to help you build a financial strategy targeted towards achieving your financial goals.
Where is Kelley/McShane Investment Group located?
The office is located at 404 North 31 Street, Suite 300, Billings, MT 59101, USA.
What are the business hours of Kelley/McShane Investment Group?
They are open Monday through Thursday from 7:00 AM to 4:00 PM, and Friday from 7:00 AM to 7:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Kelley/McShane Investment Group?
You can reach them by phone at +1 406-255-8767 or visit their website at https://us.rbcwealthmanagement.com/kelleymcshanegroup.
What is the main focus of Kelley/McShane Investment Group?
The group focuses on providing investment management experience and strategies aimed at pursuing financial security for clients at any life stage.
Are there other financial service providers near Kelley/McShane Investment Group?
Yes, nearby financial service providers include Mann Mortgage, Ten40Tax, and RBC Wealth Management Branch - Billings, which can be helpful if you need complementary financial services.
What insurance agencies are near Kelley/McShane Investment Group?
Stratus Consulting and Pisk Insurance are two nearby insurance agencies that you might consider for your insurance needs when visiting the area.
Are there mental health services near Kelley/McShane Investment Group?
Yes, nearby counseling and mental health services include Zoetic Therapy PLLC, Healing Rain Counseling, LLC, and Thriveworks Counseling, which may be beneficial if you are seeking holistic or mental health support.
What kind of financial advising services are available near Kelley/McShane Investment Group?
Besides Kelley/McShane Investment Group, other nearby financial advising firms include Ten40Investing, The Van Atta Jones Wealth Solutions Group, and AnneMarie Wade, providing you with a range of options for financial guidance.
Is Kelley/McShane Investment Group part of a larger organization?
Yes, Kelley/McShane Investment Group operates under Royal Bank of Canada Wealth Management, offering trusted financial planning and investment services.