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Wealth Management

Opportunity Financial Services

Here at Opportunity Financial Services of Montana, we help you plan and prepare for your financial goals and changes throughout your lifetime. We provide access to a full range of investment services including:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Insurance
  • Education Planning
  • Planning for your Retirement
  • Retirement Plans (IRA, Roth IRA, Simple, SEP, 401(k), 403(b), Solo(k))
  • Wealth Transfer Strategies

Our goal as Financial Advisors is to help you gain perspective on the ever-changing investment world and to put those insights to work helping you work toward your short-term and long-term goals. We promise to provide financial services that aim to meet or exceed your expectations. We will keep you informed of the progress of your financial goals and openly explain challenges and rewards along the way. We will act in your best interest with the greatest of integrity.

Opportunity Financial Services is located in our Bozeman Oak, Helena Prospect, Helena Neill Ave., and Livingston branches. In addition to these, we service the Billings, Big Timber, Butte, Missoula and Hamilton branches.

Please don’t hesitate to contact us; we would love to be a part of your financial future.

Bozeman

R. Kerry Hatcher, Financial Consultant

(406) 586-0817 or Toll Free (877) 452-0031

Kerry.hatcher@lpl.com

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, ID, KY, MA, ME, MI, MN, MT, NC, ND, NM, NV, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY.

Wes McCrimmon, Financial Consultant

(406) 582-5200

Wes.mccrimmon@lpl.com

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: MT, ID, WA.

Helena

Terry White, Financial Consultant

(406) 457-4038

Terry.white@lpl.com

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, MT, NC, ND, NY, VA, VT, WA, WY.

Arlis Ortman, Financial Consultant

(406) 457-4010

Arlis.ortman@lpl.com

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: MT

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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www.FINRA.org

www.SIPC.org

Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org

Securities and investment advisory services offered through LPL financial and a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL financial or its licensed affiliates. Opportunity Bank and Opportunity Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Opportunity Bank of Montana deposits and are not FDIC insured. These products are not obligations of opportunity bank of Montana and are not endorsed, recommended or guaranteed by Opportunity Bank of Montana or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not A Bank Deposit
Not Insured by any Federal Government Agency

 

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