Benchmark Financial

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.

Zachary E Schmidt - Waypoint Wealth Management is a financial advisory firm based in Bozeman, MT, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning, the firm offers investment strategies tailored to each client's unique goals and objectives. By leveraging their expertise in financial markets and economic trends, Zachary E Schmidt - Waypoint Wealth Management aims to help clients navigate the complexities of wealth management and achieve financial security. Their client-centric approach prioritizes transparency, trust, and a commitment to helping clients make informed decisions about their financial future. Generated from their business information

Neil & Co PC is a trusted and experienced accounting firm based in Bozeman, MT, serving clients since 1976. They offer a comprehensive range of services including tax planning and preparation, accounting services, business consulting, technology consulting, and retirement plan consulting. With a team of experienced accountants, Neil & Co PC provides professional expertise and a targeted focus on the specific needs of their clients, ensuring their success in various financial matters.Generated from the website