D.A. Davidson

Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Flaherty Financial Services, located in Missoula, MT, is a reputable financial firm offering a range of products and services including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a team of knowledgeable associates and a commitment to outstanding communication, they strive to provide personalized solutions to meet their clients' financial needs. As a registered representative of Osaic Wealth, Inc., Flaherty Financial Services also offers securities and investment advisory services, while their insurance services are provided through their own entity. With a focus on client satisfaction and a dedication to providing comprehensive financial guidance, Flaherty Financial Services is a trusted resource for individuals residing in various states across the country.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy