James Kaiser - Northwestern Mutual

Solid Rock Realty Advisors is a trusted real estate advisory firm based in Bozeman, Montana, specializing in helping clients save taxes and generate reliable passive income through strategic financial strategies such as the 1031 exchange. With a team of experienced professionals, they provide expert guidance on bypassing taxes on the sale of farms or ranches and investing the proceeds in income-producing real estate investments. Through their personalized approach, Solid Rock Realty Advisors has successfully assisted clients in transitioning from land sales to solid properties, such as federal government buildings, leased to generate consistent income. With a focus on preserving wealth, maximizing inheritance, and securing reliable retirement income, they offer valuable solutions for individuals looking to make smart financial decisions.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bozeman, MT area, David Milkovich will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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