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Contact

Our Specialty is Securing Your Future in Finance

Send us an email and tell us about your needs and we'll get back to you as soon as possible about the next steps. We look forward to working with you on your Investment Advisory Services needs.

EDR Financial
217 2nd St West
Whitefish, MT 59937

FINRA Licensed
EDR Investment Advisors

Email: dale.roo@edrfinancial.com
Office: 406-730-1526
Fax: 406-730-1527
Cell: 406-249-9150

   

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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