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Stockman Wealth Management Business Information

Name:
Stockman Wealth Management
Address:
402 N Broadway

City:
Billings
State:
Montana, US
Zip Code:
59101
Telephone:
(406) 655-3960
Fax:
n/a
Website URL:
click here
Facebook:
https://www.facebook.com/stockmanofmontana
Twitter:
n/a
Categories:
Financial Advisory Services
Financial Planning Consultants
Investments
Hours:
M-Th 9am-4pm, F 9am-5pm, Sa-Su Closed
Services:
Cash Management, Financial Planning, IRAs, Individual Retirement Accounts, Investment Advisory, Non-Profit, Retirement, Retirement Planning, Taxable Accounts
Products:
Bonds, Equity, Income, Investment Portfolio, Investments, Stocks
Brands:
n/a
Coordinates:
45.784858, -108.508774
Accepted Payment:
Contact:
downtownservice@stockmanbank.com

About Stockman Wealth Management

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.



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