portrait of Jake Armstrong
FINANCIAL ADVISOR

Jake Armstrong

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Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Personal Interests

  • Personal Fitness
  • Movies & Entertainment
  • Football
  • Hiking
  • Golfing

Team Members

  • Juanita Shanklin
    Sr. Branch Office Administrator
  • Julie Webster
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(406) 862-3511

Fax

(855) 290-3774

Office Address

120 Lupfer Ave
Whitefish, MT 59937opens in a new window

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