Rowe and Associates | Investments & Financial Planning, Missoula

ROWE & ASSOCIATES

Providing Insurance & Investment Services since 1983

Insurance

We work with clients to understand the framework of their circumstances, offering guidance on health and life insurance, long-term care, disability, and workplace insurance. MORE

Investments

A Series 6 Registered Representative, Bob Rowe has worked with Mutual Funds and Annuities since 1985, offering his clients comprehensive insight and counsel to match their goals. MORE

Financial Planning

We have been working with clients for over 30 years, offering planning advice through births, deaths, college graduations, weddings, and retirements. MORE

Our Services

Our sole focus is our client’s financial health.

Health Insurance

Life Insurance

Mutual Funds & Annuities

Retirement Planning

Tax Considerations

Health Insurance

Given Kutz is primarily responsible for the health insurance at Rowe & Associates. Whether you’re a small business owner, an individual, or a family, Given can help you gain knowledge and understanding of your options. MORE

Life Insurance

We have access to many top-rated companies and product types. If you are looking for low cost, term insurance for temporary circumstances or if you have a long-term insurance need we have access to products that offer solutions. MORE

Mutual Funds & Annuities

Mutual Funds come in many different shapes and sizes, and can be used to fund investment accounts – retirement savings, college funds and more. Annuities are investment products offered by insurance companies and offer some popular tax benefits. MORE

Retirement Planning

Whether its individual retirement planning with IRAs or Roth IRAs, or helping people with their company sponsored plans, we’re here for you. MORE

Tax Considerations

Almost no financial planning conversation happens without the important tax considerations. We’ve studied tax law extensively and work with your professional tax counselor in an effort to make sure that decisions are made with an eye on the tax outcomes. MORE