We Have Decades of Experience Working WIth

About Us

As a unique Bozeman Insurance agency, Southwestern Montana Financial Center, Inc. offers full employee benefits packages.  For the past 35 years, we have worked with clients throughout the state of Montana. Small and Large Businesses and Individuals have been our focus as a result of being a full-service agency.  Our team at Southwestern Montana Financial Center, Inc. is here to partner with Small and Large Businesses and Individuals to deliver a successful insurance strategy.  After all, our most important priority is finding the best insurance plans that will fit into business and household budgets.

As a result, we are setting the bar higher….

  • As a client of Southwestern Montana Financial Center, Inc., your calls and emails will be answered on the same day
  • Our Agents work in advance of your renewal, and have recommendations ready when we begin the process
  • We handle all claims issues and add new employees to your plan when needed
  • We work with all the Major Carriers in the state, therefore, we offer fully insured and level funded products

Learn more about Southwestern Montana Financial Center, Inc.

Meet our Agents
Receive Pricing and Recommendations
Determine Your Eligibility for Individual Products
Make an Appointment to see Julie A. Blockey

WHAT OUR CLIENTS SAY ABOUT US

THE ZANERAY GROUP

“We have been using Southwest Montana Financial for our insurance needs for several years now and have been very happy with their service. The best thing about SWMT Financial is their customer service! Any time I have questions, need information or have any other needs they get back to me immediately. They have also gone to […]

NEURALYNX, INC.

“We have developed a wonderful partnership with Southwestern Montana Financial.  Julie and her team are extraordinary in their customer service and attention to detail. After 13 years of service, we can tell they really care about us, our employees, and providing the best benefits options available. We couldn’t be more thankful for the work they […]

News From Julie

Welcome Yaakov Beyman, Vice President Insurance Division of Reliance Global Holdings, LLC.

OUR MISSION IS SIMPLY TO HELP PROTECT OUR CLIENTS