Chance Barrett, Financial Advisor located in Kalispell, MT

Financial Advisor
Chance Barrett

ChFC®, CEPA®, AAMS®
69 N Main St Suite A, Kalispell, MT 59901opens in a new window
New Client Waitlist
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Bethany Cusick
    Branch Office Administrator
  • Jacqueline Frantz
    Branch Office Administrator
  • Nadia Hebard
    Branch Office Administrator
  • Jamie Rigler
    Branch Office Administrator

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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 - 02:30PM
Sat Closed
Sun Closed

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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