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      Trost Wealth Management

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      Investment Management, Financial Planners, Financial Planning Consultants

      40 W 14th St, Helena, MT 59601

      406-441-3216

      OPEN NOW: 
      Today: 7:00 am - 4:30 pm
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      DETAILS
      General Info
      Daniel Trost has been in the financial services industry for 15 years and is in his eighth year with D.A. Davidson & Co. Dan has earned a CERTIFIED FINANCIAL PLANNER™ (CFP) certification. He believes that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; he strives to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business. Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive – a wealth management plan designed to meet your long-term financial goals.
      Extra Phones

      Fax: 406-442-4176

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments
      Services/Products
      Estate Planning Financial Planning Insurance Planning Investments Retirement Planning
      Payment Options
      Location
      Artisan Block Bldg
      Other Link

      http://www.trostwealthmanagement.com

      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.