Patrick Winderl, Financial Advisor

FINANCIAL ADVISOR
Patrick J Winderl

CEPA®, AAMS™
405 3rd St NW Ste 202, Great Falls, MT 59404opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings
  • Estate & Legacy Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Football
  • Golfing
  • Cooking
  • Traveling
  • Spending Time with Family

Team Members

  • Laci McGregor
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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

Phone

(406) 453-1414

Fax

(877) 479-0282

Office Address

405 3rd St NW Ste 202
Great Falls, MT 59404opens in a new window

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