Edward Jones - Financial Advisor: Tom Katz

Ameriprise Financial in Missoula, MT, offers a wide range of financial advisory services aimed at helping clients achieve their financial goals through personalized advice and tailored strategies. With over 10,000 advisors nationwide, they focus on understanding each client's unique needs and provide ongoing support to ensure financial confidence and security. The firm emphasizes a collaborative relationship, offering regular meetings, diversified portfolio recommendations, and access to digital tools for investment management. Ameriprise Financial's advisors hold various specialized credentials, ensuring clients receive informed guidance on a multitude of financial planning areas. Generated from the website

Financial Services

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Zach Fenlason is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Missoula, MT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.