Chance Barrett, Financial Advisor

FINANCIAL ADVISOR
Chance Barrett

ChFC®, AAMS™
2310 Hwy 2 E Suite 1, Kalispell, MT 59901opens in a new window
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Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Chance

When people ask me what I love most about my job, I don’t hesitate to tell them it’s the impact that serving as an Edward Jones financial advisor allows me to make — whether that’s in the lives of my clients, in my community or on the vitality of a small business.

When clients come into my office for the first time, I prepare to do a lot of listening. Before we sit down and come up with a strategy, it’s paramount that I understand the “why” that brought them to my office. After over two decades in the financial industry,...

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Montana State Univ-BillingsBachelor of Science

Personal Interests

  • Active Lifestyle
  • Camping
  • Community Outreach
  • Spending Time with Family
  • Traveling

Team Members

  • Bethany Cusick
    Branch Office Administrator
  • Jamie Rigler
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:30PM
Sat By Appointment Only
Sun Closed

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