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.
WHAT OUR CLIENTS SAY ABOUT US
“Southwestern Montana Financial Center, Inc. has provided exceptional service to THRIVE for over two decades. One of the greatest benefits is that Julie truly knows our staff’s unique needs and is able to summarize plans to fit those needs. We are honored to speak praises for Julie and her staff.” —Kat Massaro, Operations Coordinator
FRONTLINE AG SOLUTIONS
“We have worked closely with Julie and her staff for over 3 years and found that they were responsive to all our needs and are always there for us whenever we have questions or concerns. Julie conducts a phone conference weekly to make sure that any situation that might arise is handled immediately and she […]
News From Julie
IRS ANNOUNCEMENT – HEALTH SAVINGS ACCOUNTS
**On April 26, 2018, the IRS restored the Health Savings Account (HSA) contribution limit for family coverage to $6,900.00($7,900.00 if eligible for catch-up contributions) This is a reversal of a previous decision made on March 5, 2018 to lower the family contribution limit for HSA’s to $6,850.00.