Broker Check

Office One

1601 2nd Avenue N

Suite 632

Great Falls, MT 59401

Office Two

1361 Elm Street

Suite #6

Helena, MT 59601

Our Mission

Your goal is financial security and a comfortable retirement.  That sounds pretty simple but getting there can be a challenge.

Helping people find answers to their financial concerns is the mission of Financial Educators MT.  The world of finance and retirement has rules, but has anybody taught you the rules?  No.  You’ve had to learn along the way and that learning experience can be very expensive.  Learning the rules of any game by trial and error is generally not a winning strategy; that is certainly the case when it comes to your money.

At Financial Educators MT we decided that there had to be a better way.  So we have dedicated our company to providing clear, concise, accurate financial education on a wide range of topics.  Our classes will not just give you more information.  You will gain comprehensive, objective knowledge so you can understand and validate your choices, make better decisions and take control of your financial life.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Have a Question

Thank you!