Andy Kirk, Financial Advisor

FINANCIAL ADVISOR
Andy Kirk

CAP®, AAMS™
69 N Main St Suite A, Kalispell, MT 59901opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Not-for-profit Organizations
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Values and Faith Based Investing

Certifications

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Hiking
  • Golfing
  • Cooking
  • Martial Arts

Team Members

  • Bethany Cusick
    Branch Office Administrator
  • Jamie Rigler
    Branch Office Administrator
  • Julia Seaward
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(406) 257-5853

Fax

(888) 541-8025

Office Address

69 N Main St Suite A
Kalispell, MT 59901opens in a new window

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