Intermountain Financial Group - Bozeman, Montana

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Intermountain Financial Group: A Comprehensive Overview

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For individuals and families seeking expert financial planning and comprehensive financial advisory services in the Bozeman, Montana area, Intermountain Financial Group presents a noteworthy option. Located at 1165 N 14th Ave Suite 4, Bozeman, MT 59715, United States, and reachable by phone at 4065875977, this firm offers personalized guidance to help clients achieve their long-term financial goals. Their website, ifgmontana.com, provides further details about their services and team.

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About Intermountain Financial Group

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Intermountain Financial Group operates as a dedicated financial planner and financial advisor firm. They specialize in assisting clients with a wide range of financial needs, including retirement planning, investment management, estate planning, and tax optimization. The group prides itself on building strong, trusting relationships with its clients, taking a collaborative approach to understand each individual’s unique circumstances and objectives. They emphasize a holistic view of financial wellness, recognizing that financial security is intertwined with other aspects of a fulfilling life.

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Key Features and Services

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• Personalized Financial Plans: Intermountain Financial Group doesn’t offer one-size-fits-all solutions. They meticulously craft customized financial plans tailored to each client’s specific goals, risk tolerance, and time horizon.

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• Investment Management: A core component of their services involves managing investment portfolios designed to achieve long-term growth while adhering to the client’s risk profile.

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• Retirement Planning: They help clients strategically plan for retirement, considering factors such as income needs, Social Security benefits, and potential healthcare costs.

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• Estate Planning: Recognizing the importance of legacy planning, Intermountain Financial Group assists clients in developing comprehensive estate plans to ensure their assets are distributed according to their wishes.

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• Tax Optimization Strategies: They provide guidance on tax-efficient investment strategies and planning techniques to minimize tax liabilities.

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Location and Accessibility

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The firm’s physical location at 1165 N 14th Ave Suite 4, Bozeman, MT 59715, provides a convenient point of contact for clients. It’s important to note that the office is equipped to accommodate individuals with disabilities, featuring a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointments are recommended to ensure dedicated attention and personalized service. For those planning to visit, a toilet is also readily available.

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Client Feedback and Reputation

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Currently, Intermountain Financial Group has 0 reviews on Google My Business, indicating a limited public record of client feedback. The average opinion is 0/5, suggesting that the firm is new or lacks substantial online reviews at this time. However, this doesn’t necessarily reflect the quality of service provided, and more reviews are anticipated as the firm grows and continues to serve its clientele. It’s advisable to seek independent references or testimonials from existing clients to gain a more comprehensive understanding of the firm’s performance.

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Contact Information and Website

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To learn more about Intermountain Financial Group and schedule a consultation, please visit their website at ifgmontana.com. You can also contact them directly at 4065875977. We encourage prospective clients to reach out and discuss their financial needs with a qualified advisor.

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