Plan West

Bitterroot Capital Advisors LLC is a distinguished financial advisory firm based in Bozeman, Montana, with roots tracing back to its founding in San Francisco. Specializing in strategic planning, portfolio management, and family office support, the company offers personalized financial solutions to a select clientele. With a focus on delivering insights through market reviews, commentaries, and white papers, Bitterroot Capital Advisors is dedicated to providing comprehensive financial services tailored to individual and entity needs. Their expertise in transaction support and exit planning sets them apart as a trusted partner in the realm of financial advisory. Generated from the website

HistoryDelaney & Company is a member of the National Association of Realtors. The owner's, Michael Delaney and Ileana Indreland, a husband and wife team, bring a wide range of expertise to their real estate business.SpecialtiesDelaney & Company Incorporated is a small privately owned boutique real estate corporation. Specializing in the redevelopment and ownership of historical properties in downtown Bozeman, Montana as well as residential, commercial and land developments.

CBIZ Insurance Services, located in Bozeman, MT, is dedicated to fostering business growth through a comprehensive suite of professional services, including accounting, tax advisory, and risk management solutions tailored for the middle market. With a focus on collaboration and innovation, CBIZ combines national resources with local relationships to empower businesses across various industries. The firm's offerings include specialized services in human capital management, investment advisory, and benefits consulting, ensuring that clients receive actionable insights and personalized support. By leveraging industry knowledge and advanced technology, CBIZ helps businesses navigate challenges and seize new opportunities in an ever-evolving market landscape. Generated from the website