Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantInvestment ServiceStock Broker
Stockman Wealth Management (SWM) was established in 2002 as a sister company to Stockman Bank and Stockman Insurance – all owned by Stockman Financial Corp.
SWM is a SEC Registered Investment Advisor. We operate under a fiduciary standard, engaging in fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit sharing plans, corporations, banks, and municipal government entities. Our focus is to help our clients achieve their unique financial goals, and our service model is built with client relationships as the foundation.
Details
- Wheelchair accessible entranceAvailable
Location
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- DCDoug ConnersSep 20, 20225.0Financial planning with Kary and the crew at Stockmans has been excellent. Their customer service and planning tools have been terrific. I was very impressed. Thank you Kary for your help!
Frequently Asked Questions About Stockman Wealth Management
What services does Stockman Wealth Management offer?
Stockman Wealth Management offers investment advisory, financial planning, taxable accounts, IRAs, individual retirement accounts, retirement planning, non-profit services, and cash management.
Where is Stockman Wealth Management located?
Stockman Wealth Management is located at 6588 Highway 93 South, Whitefish, MT 59937, USA.
What are the operating hours of Stockman Wealth Management?
They are open Monday to Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 5:00 PM. The office is closed on Saturdays and Sundays.
Does Stockman Wealth Management have any special holiday hours?
Yes, they are open on November 11 from 9:00 AM to 4:00 PM but closed on November 27, December 25, and January 1.
Is Stockman Wealth Management accessible for wheelchair users?
Yes, the location has a wheelchair-accessible entrance.
How can I contact Stockman Wealth Management?
You can reach them by phone at +1 406-863-7900 or email whitefishservice@stockmanbank.com.
What types of financial products does Stockman Wealth Management provide?
They provide products including stocks, bonds, investments, investment portfolios, equity, and income solutions.
Which nearby places could I visit around Stockman Wealth Management?
Nearby you can find Stockman Bank, Safeway grocery store, and Lucky Lil's Casino, which are convenient for banking, shopping, and entertainment.
Is there a nearby gas station when visiting Stockman Wealth Management?
Yes, Safeway Fuel Station and Town Pump gas stations are located nearby, convenient for refueling your vehicle.
What healthcare facilities are close to Stockman Wealth Management?
Nearby healthcare options include Surgery Clinic At North Valley Hospital, Highline Dermatology Satellite Clinic, and Glacier Medical Associates, useful if you need medical services before or after your visit.