Jake Baumann, Financial Advisor located in Polson, MT

Financial Advisor
Jake Baumann

CRPS™
48905 US Highway 93 Suite A, Polson, MT 59860opens in a new window
Client by Referral
Serving clients with $500,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Fishing
  • Hiking
  • Golfing
  • Snowboarding

Team Members

  • Caitlyn Rose
    Branch Office Administrator
    FPQP®
  • Shantelle Davis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(406) 883-3746

Fax

(888) 651-8131

Office Address

48905 US Highway 93 Suite A
Polson, MT 59860opens in a new window

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