Kirt D Wagner - Morgan Stanley

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

The Preston Group Wealth Strategies, serving Billings, MT, specializes 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. 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 – a wealth management plan designed to meet your long-term financial goals.

Walborn Fagan & Cook, PC, is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. Our high standard and service spell the difference between our outstanding performances with other firms. We make sure that every client is served by our broad expertise. We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality. Call us today for more information.