Owen Legacy Group
Fax: (406) 587-9634
Business hours
| Monday | 7:30am to 4:00pm |
| Tuesday | 7:30am to 4:00pm |
| Wednesday | 7:30am to 4:00pm |
| Thursday | 7:30am to 4:00pm |
| Friday | 7:30am to 4:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in depth process, we recommend the appropriate mix of managed investments paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations. Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive.
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| Tags | Certified Financial Planner, Wealth Management, Estate Planning, Annuities |
| Products | Retirement planning (IRA'S/Pensions/401k's/403b's), Life & Long Term Care Insurance, Educational planning (529's/UGMA/UTMA), Charitable Giving |