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Big Sky Wealth Management

Chris Dunbar: (406) 829-2736
Jeff Ricklefs: (406) 541-8896
Fax: (406) 523-3955
Toll-Free: (844) 553-3073

Chris's Email: chris.dunbar@lpl.com
Jeff's Email: jeff.ricklefs@lpl.com

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.


 

Jeff Ricklefs

LPL Financial Advisor

(406) 541-8896
jeff.ricklefs@lpl.com
Photo of team member

Chris Dunbar

LPL Financial Advisor

(406) 829-2736
(406) 523-3955
(844) 553-3073
chris.dunbar@lpl.com

 

 

Address

2307 Stephens Ave Suite A
Missoula, MT
59801 United States

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (406)523-3956 or (406) 829-2736 or (406) 541-8896
Fax: (406) 523-3955
Toll Free: (844) 553-3073

Email: chris.dunbar@lpl.com

2307 Stephens Ave Suite A, Missoula, MT 59801

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Montana, Alaska, Arizona, California, Colorado, Ohio, Maine, Oregon, Vermont, Washington

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