Solid Rock Wealth Mangement
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Solid Rock Wealth Management is an independent, fee-only registered investment advisory firm with offices in Bozeman, Montana and Scottsdale, Arizona. With over 27 years of experience, they provide comprehensive wealth management services, including investment management, retirement planning, tax and estate planning, farm and ranch sale planning, and 401(k) retirement plan services. Their team of experienced professionals takes a personalized approach to help clients grow and preserve their wealth.
As a fully independent firm, Solid Rock Wealth Management has no proprietary mutual funds or annuities and no preferred products or services to sell. They are compensated solely by their clients and do not receive any commissions or financial incentives for recommending investments or financial products. As fiduciaries, they are committed to providing their clients with the highest level of care, prudence, and diligence. With their expertise and low-cost advisory fees, Solid Rock Wealth Management is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals.
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