Montana Trusted Professionals & Referral Resources

Financial planning often involves more than investments. Estate planning, taxes, bookkeeping, business decisions, and property and casualty insurance can all affect your overall financial picture.

Below are Montana professionals and businesses we know and are comfortable referring people to when they need help outside the services provided by Battle Born Financial Advisor.

These professionals and businesses are independent of Battle Born Financial Advisor. Inclusion on this page does not constitute a guarantee of services, rates, availability, or outcomes. We encourage you to evaluate any professional based on your own needs and circumstances.

Estate Planning & Legal Resources

Estate planning and financial planning frequently work together. An attorney can help address wills, trusts, powers of attorney, probate, business planning, property matters, and other legal issues that may affect your financial plan.

Trevor Funseth — Montana Estate Lawyers

Great Falls, Montana

Trevor Funseth is an attorney with Montana Estate Lawyers. His practice focuses on estate planning, probate, and guardianships.

Phone: 406-727-2200
Email: trevorf@montanaestatelawyer.com
Website: Montana Estate Lawyers

William Levine — Marra, Evenson & Levine, P.C.

Great Falls, Montana

William Levine is a Great Falls attorney with Marra, Evenson & Levine, P.C. His practice includes estate planning, probate, property law, business matters, family law, and litigation.

Phone: 406-268-1000
Email: wlevine@marralawfirm.com
Website: Marra, Evenson & Levine, P.C.

Bookkeeping, Tax & Business Resources

Good financial planning depends on good information. Bookkeepers and tax professionals can be especially valuable for business owners, self-employed individuals, and anyone whose financial life has become more complex.

Somia Grider — Meadowsweet Bookkeeping LLC

Great Falls, Montana

Somia owns Meadowsweet Bookkeeping LLC and provides bookkeeping services to small businesses and nonprofit organizations. Meadowsweet also works virtually with clients outside the Great Falls area.

Phone: 406-799-7567
Email: info@meadowsweetbookkeeping.com
Address: 721 Central Ave., Suite 1, Great Falls, MT 59401
Website: Meadowsweet Bookkeeping

George Campros — Word Works

Great Falls, Montana

George provides a variety of local business services through Word Works, including tax return preparation, notary services, and other business support.

Phone: 406-401-5021

Property & Casualty Insurance

Battle Born Financial Advisor works extensively with health, Medicare, life, and disability insurance. For homeowners, auto, renters, commercial property, liability, and other property and casualty insurance needs, these are professionals we are comfortable referring people to.

Brett Harris — Farmers Insurance

Great Falls, Montana

Brett and his Farmers Insurance agency can assist with auto, homeowners, renters, business, and other property and casualty insurance needs.

Phone: 406-452-6695
Email: bharris5@farmersagent.com
Address: 300 15th St. S., Suite 9, Great Falls, MT 59405
Website: Brett Harris — Farmers Insurance

Todd Neighbor — Comparion Insurance Agency

Great Falls, Montana

Todd is a Comparion Senior Agent who can help compare coverage for auto, home, umbrella, and other personal insurance needs.

Phone: 406-217-1442
Email: todd.neighbor@comparioninsurance.com
Address: 1703 2nd Ave. N., Great Falls, MT 59401
Website: Todd Neighbor — Comparion Insurance Agency

Craig Houston — Goosehead Insurance, The Houston Agency

Great Falls, Montana

Craig is an independent insurance agent with Goosehead Insurance. His agency can compare coverage from multiple insurance companies for home, auto, and other property and casualty insurance needs.

Phone: 406-414-6630
Email: craig.houston@goosehead.com
Address: 2022 Central Ave., Suite 16, Great Falls, MT 59401
Website: Craig Houston — Goosehead Insurance

Need Help Finding the Right Professional?

Financial decisions sometimes require a team. If you need an estate planning attorney, tax professional, bookkeeper, property and casualty insurance agent, or another professional and aren't sure where to begin, contact us.

We'll help point you toward an appropriate resource when we can.

Battle Born Financial Advisor
Financial Planning • Investment Advice • Health Insurance • Medicare • Life & Disability Insurance