Zachary E Schmidt - Waypoint Wealth Management

Neil & Co PC is a trusted and experienced accounting firm based in Bozeman, MT, serving clients since 1976. They offer a comprehensive range of services including tax planning and preparation, accounting services, business consulting, technology consulting, and retirement plan consulting. With a team of experienced accountants, Neil & Co PC provides professional expertise and a targeted focus on the specific needs of their clients, ensuring their success in various financial matters.Generated from the website

Your financial advisor in Bozeman will work with you to create tailored wealth management strategies. Find a financial advisor near you.

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