Mike Wallace Insurance

Financial Services

If you are looking for a blend of personal service and expertise, you have come to the right place! We deliver friendly, high quality tax preparation, accounting and business consulting services to our clients in Missoula, Montana and the surrounding areas. Our accountants specialize in tax preparation and tax planning for individuals, all business entities, estates, and trusts. If you are preparing to start a new business or make changes to an existing business, we offer advice and a wide variety of services. Please see our website for more information on the services we provide.

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