Lauren E Kerr - Edward Jones

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

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.

Rocky Mountain Financial Advisors L.L.C. is dedicated to providing unbiased, independent financial advice to our clients. Founded in 1994, we serve Missoula, Montana, and the surrounding communities with a complete range of financial products and services to help you reach your goals. Whether you are thinking about how you will afford to send your child to college, how you will manage your estate or simply how to prepare for you and your familys future, we can help. Visit our website to learn more or call today to arrange your free initial consultation.