Samuel Roloff, Financial Advisor

FINANCIAL ADVISOR
Samuel K Roloff

CEPA®, ABFP™, AAMS™
401 Baker Ave Ste C, Whitefish, MT 59937opens in a new window
CallSend Me a Message

Focus Areas

  • Sustainable investing
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Deborah Slone
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(406) 730-3940

Fax

(844) 767-5783

Office Address

401 Baker Ave Ste C
Whitefish, MT 59937opens in a new window

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