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Tara Allen, Financial Advisor

FINANCIAL ADVISOR
Tara K Allen

CFP®
443 Osborn Ave Suite 114, Bigfork, MT 59911opens in a new window
Client by Referral
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Tara

Our team has one simple objective – to help you achieve your goals through strategic guidance and comprehensive well-crafted advice.

We understand that figuring out how to make “now” work while also securing your future can be challenging, and investing is only one piece of the puzzle. A good financial foundation includes planning for saving, education, business, retirement, insurance and estate considerations. Our team is dedicated to utilizing tax-smart strategies to achieve your goals, grow your net worth and prepare you for what lies ahead. We can also partner with your accountant and attorney as well as the Edward Jones...

Work History

  • Edward JonesMarch 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Pepperdine UniversityJuris Doctor

Personal Interests

  • Traveling
  • Active Lifestyle
  • Volunteering
  • Art & Theater
  • Wine Collecting/Enthusiast

Team Members

  • Katarina Parker
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(406) 420-3607

Fax

(855) 284-3533

Office Address

443 Osborn Ave Suite 114
Bigfork, MT 59911opens in a new window

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