Providing Economic, Community, and Workforce Development Services.

Raymond James Financial Services

  • Investment Services
20 2nd St W
Kalispell, MT 59901
(406) 756-7200
(406) 756-7220 (fax)
Hours:
Monday-Friday 8:00am-5:00pm

About Us

At Raymond James Financial Services we are in the business of creating plans designed to build and preserve wealth for our clients, and providing them with solutions to retirement, financial, and read more
  • About

    At Raymond James Financial Services we are in the business of creating plans designed to build and preserve wealth for our clients, and providing them with solutions to retirement, financial, and estate planning issues. We provide these services with honor, integrity, and dedication to help our clients achieve financial freedom.

  • Highlights

    • Retirement planning for Businesses and Individuals.
    • 401(k), Roth & Traditional IRA's, SEP and Simple Plans
    • Life, Long Term Care, and Key Man Insurance
    • Stocks, Bonds, Mutual Funds, Annuities
    • Estate Planning, Education Planning, Retirement Rollovers
  • Media

  • Whom to Contact

    • Jeannie Luckey
      Owner, Branch manager
      Phone: (406) 756-7200
      Fax: (406) 756-7220
    • Bill Parson
      Financial Advisor
      Phone: (406) 756-7200
      Fax: (406) 756-7220
  • Directions

    Located on the corner of Main and 2nd St. West. Inside the south Glacier Bank building on the main floor.