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Introduction
Lippert Wealth Management a service of D.A. Davidson & Co. specializes in helping clients build a plan with a big picture perspective. Chad Lippert, CFP, CWS, Senior Vice President, Financial Advisor, joined D.A. Davidson & Co. in 1998. Beverly Coop, Client Associate, has been in the investment industry for 24 years. Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana.
Contact Info
Address:
208 North Broadway, Suite 100
Billings
MT 59101
United States
Billings
MT 59101
United States
Tel:
(406) 248-7851
Fax:
4062569643
Website:
http://www.lippertwealthmanagement.com
Offering
- financial planning retirement planning
- Wealth Management
- CFP
- Certified Financial Planner
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9am | 4pm | ||||
| Tuesday | Open | 9am | 4pm | ||||
| Wednesday | Open | 9am | 4pm | ||||
| Thursday | Open | 9am | 4pm | ||||
| Friday | Open | 9am | 4pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
