Testimonials

THRIVE

“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 is always happy to help in any way she can.”

Jackie Wheeler, Finance Executive, Frontline Ag Solutions, LLC

HINSDALE SCHOOLS

“Julie and her team have been very responsive in dealing with Hinsdale School District. SWMT Financial Center Inc. has helped our staff make the best of challenges when they arise. The plans and options we received were tailored to our specific needs”

Ernie Marinko, District Clerk

WALKER EXCAVATION

“At one point we had decided to go with another broker, but happily came back to Julie and her agency. The biggest reason we decided to return to Southwestern Montana Financial Center, Inc. is that we realized that we had the best customer service we could ask for. Julie puts her clients’ needs first and is always ready to help and answer any questions we might have. We are more than happy to recommend Julie and her team.”

Delina Ekberg, Office Manager

L. BERG

” To Be honest, I just walked in to Julie’s office as I had driven past many times and really did not feel like “interviewing” agents for my business.. I found the receptionist friendly and very helpful as she set an appointment for me to visit with Julie about my insurance needs. Because of my schedule, I only had a coming Saturday open, but Julie did not hesitate to rearrange her personal plans to help me out. I have nothing but the best to say about Julie and her staff.”

WAYNE B

“It was so difficult to even consider navigating my way through the marketplace for my insurance and I wasn’t sure if I should use an agent to help me. Julie and her staff worked with me through the whole process and I couldn’t be happier. I’m not sure how other companies work, but I do know that Julie’s office is top notch when it comes to customer service and putting the clients’ needs first.”

OUR MISSION IS SIMPLY TO HELP PROTECT OUR CLIENTS