Financial Advisor
Patrick J Winderl
CEPA®, AAMS®
405 3rd St NW Ste 202, Great Falls, MT 59404opens in a new window
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- College Savings
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- College Savings
- Estate & Legacy Strategies
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Football
- Golfing
- Cooking
- Traveling
- Spending Time with Family
Team Members
Laci McGregorSr. Branch Office AdministratorFPQP®
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Hours
| Weekday | Availability |
|---|---|
| Mon | 07:00AM - 04:00PM |
| Tue | 07:00AM - 04:00PM |
| Wed | 07:00AM - 04:00PM |
| Thu | 07:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
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