Employee Benefit Management Services

SpecialtiesYour Health, Wealth & Life Specialist

Roy Close - Raymond James in Billings, MT offers comprehensive wealth management services to help clients prepare for life's financial milestones, from growing and preserving wealth to retirement planning and estate management. The firm provides a range of investment solutions, including asset management services, fixed income strategies, and financial retirement planning, tailored to individual needs and goals.Generated from the website

Mrs. Grazley-Pfister has been dedicated to specializing in retirement income planning, asset management, comprehensive financial planning, specialized insurance strategies, 401k plans and IRAs for over 20 years. She has earned the CFP™ (CERTIFIED FINANCIAL PLANNER™) and CRPS (Chartered Retirement Plans Specialist) designations. She has also enrolled in the CFA (Chartered Financial Analyst) program to obtain one of the highest set of credentials in the global investment management industry. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner™and CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.