Business Description
With over 40 years combined in the Financial Industry, our focus is to help clients make smart decisions with their money. We specialize in areas of retirement and estate planning, managing money during retirement, and tax efficient investing.
Certified Financial Planner Board of Standards, Inc owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ICA does not offer tax or legal advice. Investment Centers of America, Inc. (ICA) member FINRA, SIPC, a Registered Investment Advisor is not affiliated with Bank of Baker and Big Sky Financial Planning Group. Securities, advisory services and insurance products Offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
www.finra.org
www.sipc.org
Investment Centers of America Privacy Policy https://www.investmentcenters.com/public/disclosures.html
Content posted by other parties does not neccessarily represent the views of Investment Centers of America or Jim Cusimano, Robin Cusimano and Sandy Cameron. Content is for general purposes only and is not an offer to buy or sell any security.
Other Locations:
Glendive: 221 W Towne Street
Baker: The Bank of Baker 116 S Main Street
Address & Contact
- Street:
- 11 S 7th Street Suite 165
- Postcode:
- 59301
- City:
- Miles City
- State:
- Montana
- Zip:
- 59301
- Phone:
- 800-377-4843
- Website:
- www.bigskyfinancialica.com
- Category:
- Local Business
Map & Directions
USEFUL INFORMATION FOR GETTING IN TOUCH WITH LOCAL BUSINESSES
Examining a Business Before Initiating Contact
Read customer feedback: Read the reviews and ratings to understand the business's reputation and reliability. Verify Contact Information: Double-check the contact details such as phone numbers and email addresses. Check the official website for more details. Verify Location: Use the provided Google map to verify the business location before planning a visit.
Ensuring Correspondence
Business Hours: Confirm the working hours to ensure someone will be available to answer your call. Check for any holidays or days when the business might be closed. Alternate Contact Methods: If the primary phone number is not responsive, look for alternate contact methods such as email or social media handles.
Ensuring the Safety of Your Private Information
Keep Your Information Safe: Do not share personal information such as your social security number, credit card details, or passwords over the phone or email. Verify the Representative: Make sure the representative is legitimate. Check their name and position on the business's official website. Before proceeding with any legal matters, consider researching local $stateName state laws. It is also advisable to seek guidance from an accredited privacy lawyer to ensure compliance and to protect your rights and interests. You can find more information here by looking up a licensed privacy attorney.
Environmental and Operational Concerns
Weather Conditions: Check local weather conditions before visiting the business, especially if the area is prone to extreme weather. Check Business Status: Make sure the business is open on your planned visit day, including any public holidays.
Reporting Concerns or Disagreements
Reporting Legal Issues: If you encounter any legal issues or disputes with a local business, document the details and seek legal advice. You may also report the issue to local consumer protection agencies. Reporting Listing Issues: Report any inaccuracies such as closed businesses, wrong phone numbers, or incorrect addresses. Fill out this form to let us know: Contact Us Form
Evaluating Businesses
Post a Review: Review the business on their Facebook page or Google Local Business. Your feedback helps others choose wisely.