Chance Barrett

Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC

Financial Adviser at Edward Jones in Kalispell, MT

About

I am a Financial Advisor with Edward Jones and am dedicated to helping my clients understand and meet their financial goals.

Contact
(406) 795-5040
Address
1610 Whitefish Stage Suite 1 in Kalispell, MT 59901
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Jonathan
Answered by Alberto Foster, Insurance Representative in Bethesda, MD
That depends on where you are in your working life cycle. You two should be saving 7-10%.
Q&A
Asked by kim
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Kim, You've come to the right person with this one. Are you looking for cash-flow or growth? Everyone's situation is different. Here are some insights from what...
Q&A
Asked by Per
Answered by Chance Barrett, Financial Adviser in Kalispell, MT
Great question. First, I would say it depends on your Risk Tolerance and Time Horizon. If you are able to handle bigger fluctuations in your account and have some time...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 6
Series 7

Associations

Flathead Building Association
Evergreen Chamber of Commerce

Accomplishments

Awards

2009 Associate of the Year

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Construction Loan and Appraisal Manager
Financial Advisor

Education

Flathead Valley Community College
Montana State University - Billings