Inukshuk Investments - Missoula, MT

Inukshuk Investments

Located at 119 West Main St., Missoula, MT 59802, United States, Inukshuk Investments is a reputable financial institution that specializes in offering comprehensive investment services to clients. With their experienced team of financial advisors and planners, they provide tailored solutions to help individuals and businesses achieve their financial goals. Their expertise spans across investment banking, financial planning, and general investment services.

The company is committed to providing exceptional customer service and maintaining a client-centric approach. They understand the unique needs and objectives of each client and strive to develop customized strategies that align with their goals. Inukshuk Investments takes pride in their strong track record and ability to navigate the complex world of finance with ease.

In addition to their professional services, Inukshuk Investments offers accessibility features, including a wheelchair-accessible parking lot and entrance, ensuring that their services are inclusive and available to all clients.

With a 5/5 rating based on 1 review on Google My Business, Inukshuk Investments has earned a stellar reputation for their exceptional service and expertise. Clients appreciate their personalized approach and the confidence they feel when trusting Inukshuk Investments with their financial well-being.

If you are seeking a reliable and experienced financial institution to assist you in achieving your investment goals, look no further than Inukshuk Investments. With their commitment to excellence, accessibility, and client satisfaction, they are the ideal choice for anyone looking to secure their financial future.

Address: 119 West Main St., Missoula, MT 59802, United States

Phone: 4062076561

Website: inukshukinvestments.com

Specialties: Investment service, Financial Advisor, Financial institution, Financial planner, Investment Banking

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance

Opinions: This company has 1 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of Inukshuk Investments

Laura B.

5/5

I've been looking quite a while for an trustworthy financial advisor who would put my interests first, whose paycheck didn't depend on what funds I chose or what stocks I traded. My husband and I also need to make the transition into retirement, moving from a very aggressive equities portfolio into something less risky. I had ideas of what to do but I was paralyzed, struggling to make the decisions. Geoff helped us go through the process of creating a budget, projecting our expenses during retirement, putting together a financial plan, and adjusting our investments into a less aggressive mix. We did a lot of this by email and then had two face to face meetings in Missoula (where my daughter lives). We paid him a reasonable amount for the advice and expertise, not for doing trades, and will pay more to meet with him as needed, probably every six months right now. This has been such a positive experience, really lifting a burden of worry. Of course, neither Geoff nor anyone can predict future returns or illnesses that can disrupt any financial plan but we feel like we're moving forward on a well reasoned path, working with an advisor who took the time to understand our goals, priorities, and tolerance for risk.