ROUND | CARLINO
INVESTMENT PLANNING GROUP

a member of D.A. Davidson & Co.

CONNECT

Address:

283 W. Front St., Suite 101
Missoula, MT 59802

Phone:

,Ray Round (406) 329-4013,Sydney Carlino (406) 329-4014,Susan Zins (406) 329-4012,Marla Cassidy (406) 329-4026,Toll Free (800) 332-1615

Our Services

We specialize in helping clients build a wealth management 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. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets, and then act to help ensure these investments align with our clients' other financial considerations.

Our services include investment counsel, insurance review, and liability management, along with retirement, education, tax, philanthropic, and trust and estate planning. Additionally, we assist business owners with succession planning and employee retirement plans.

Our professional experience combines with the skills of other D.A. Davidson corporate thought leaders in insurance and estate and retirement planning to assist in developing a wealth management plan that targets our clients' long-term financial success.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck