French Wealth Management - LPL Financial - Kalispell, Montana

Address: 1131 S Main St, Kalispell, MT 59901, United States.
Phone: 4067565151.
Website: frenchwealthmanagement.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of French Wealth Management - LPL Financial

French Wealth Management - LPL Financial 1131 S Main St, Kalispell, MT 59901, United States

☎️4067565151

⏰ Open Hours of French Wealth Management - LPL Financial

Monday: 8 am–4:30 pm
Tuesday: 8 am–4:30 pm
Wednesday: 8 am–4:30 pm
Thursday: 8 am–4:30 pm
Friday: 8 am–3 pm
Saturday: Closed
Sunday: Closed

French Wealth Management - LPL Financial

French Wealth Management - LPL Financial es una empresa de gestión de patrimonio con sede en Kalispell, Montana, Estados Unidos. La empresa ofrece servicios de consultoría financiera, asesoramiento de inversión y planificación financiera personalizada para individuos y familias.

Características y servicios

Algunas de las características y servicios ofrecidos por French Wealth Management incluyen:

Planificación financiera personalizada
Asesoramiento de inversión
Consultoría financiera
Administración de patrimonio
Seguridad financiera

Ubicación y contacto

La empresa tiene su sede en:

Address: 1131 S Main St, Kalispell, MT 59901, United States.

Phone: 4067565151.

Website: frenchwealthmanagement.com.

Especialidades

Las especialidades de la empresa incluyen:

Financial planner

Financial consultant

Investment service

Otros datos de interés

La empresa ofrece:

Apoyo en línea

Servicios en sitio

Ayuda en idiomas

Parking accesible para sillas de ruedas

Entrada accesible para sillas de ruedas

Asientos accesibles para sillas de ruedas

Baños accesibles para sillas de ruedas

Ascensor

Entrada principal

Recomendado que se haga una cita

Opiniones

Esta empresa tiene 8 reseñas en Google My Business.

Medio de opinión

El 5/5 estándar de la empresa.

👍 Reviews of French Wealth Management - LPL Financial

French Wealth Management - LPL Financial - Kalispell, Montana

Bob W.

5/5

I am totally impressed and satisfied with the services provided by French Wealth Management. Michael French and his assistants have consistently delivered excellent professional attention, with a personal touch, to all financial matters that my wife and I have needed help with. Michael also provided access to his conference room for several of my business associates and me, to have an important private meeting, and he shared critical guidance at times during the meeting when matters became confusing. I cannot recommend his services highly enough because they are that valuable.

Michelle O.

5/5

Michael French and staff, Kimberly and Taylor, at French Wealth Management are a professional and knowledgeable team who have worked with me for several years on my financial planning and future retirement goals. I am very pleased with the advice that Michael has provided and the direction my investment portfolio is going. I look forward to a long relationship with French Wealth Management.

Malia H.

5/5

The French Wealth Management team- Michael , Kimberley & Taylor have provided us with great support and help investing in financial accounts for the whole family. Their knowledge and expertise of where to invest and how each account is set up has been an easy process for us thanks to the work they put in figuring out the best scenario for each account we are investing into. We have established a good relationship that keeps us moving forward with French Wealth Management.

Curt B.

5/5

Michael French and the staff at French Wealth Management have always handled telephone and video interchanges quickly and with accurate, pertinent details. The secure account website displays current balances and details about the individual investments. Michael schedules helpful video meetings two or three times annually for reasonable cost. I trust the advice I have received during the past several years.

Judy W.

5/5

My husband and I meet routinely with Michael French to be updated and informed about our financial planning and investments . He is always prepared to serve our individual needs and to offer his professional advice and support. We are pleased with his advice and ability to future focus on our needs.

Janis T.

5/5

I'm thankful to have French Wealth Management working for me. Michael has prepared me well for retirement. Over the past several years, he's guided my investments with knowledge and professionalism. I am very satisfied with this service.

kurt S.

5/5

By far the best wealth management firm I have ever used. Young, energetic talent. I feel sorry for whoever is using another firm.

Jordan H.

5/5

Very knowledgeable! Highly recommended!