Intrepid Financial Services LLC

Assets Under Management

$0

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

$0

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Intrepid Financial Services LLC offers financial planning and investment management services. Financial planning covers business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment management provides continuous advice based on individual client needs.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location

213 1st Street West, Ste 2, Polson, MT, 59860

1 Advisors at this firm