A Montana-Based Balanced Approach 

Financial & Personal Wealth Management

Contact Us 406.862.9400

You Don’t Have To Handle Your Financial Wellness Alone

We understand that managing finances comes with plenty of questions and not enough answers, and our goal is to build a solid financial wellness solution that will keep you grounded. With an experienced team of Certified Financial Planners, we will incorporate different aspects of financial wellness into creating a plan that will lead to both success and satisfaction.

Whether you are in need of investing advice, retirement planning, or wealth preservation we have services and strategies to help you achieve your goals.

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Our Core Services

Wealth Management

Fee-based Accounts

Use our confidential Client questionnaire to see what wealth management strategies may be right for you & contact us to discuss your results

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Fee-Based Financial Planning

  • Cash Flow Planning
  • Estate Considerations
  • Risk Management
  • Debt Management
  • Investment Planning
  • Small Business Consulting
  • Education Planning
  • Retirement Planning

We Believe Financial Wellness Is More Than A Number

Coco Enterprises, an independent full services financial firm, aims to set the standard for financial services excellence. Using the S.P.R.I.F.* model, we will partner with clients in pursuing their goals and objectives by providing products, services and counsel for the purpose of navigating clients towards lives well lived. We will know we are successful in our mission when our clients are flourishing and managing their personal resources optimally.

Who We Are

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Start Building Your Financial Foundation Today

Not sure where to start? Feel free to contact us or give us a call today! We're ready to help secure your financial future.

Contact Us (406) 862-9400