Testimonials

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 bat for several members of our staff and their families when insurance has denied claims keeping their best interests at the forefront. I do not hesitate to recommend SWMT Financial to anyone!”

Miriam Lewis, SHRM-CP, CPHR, The ZaneRay Group

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 do!”

Patricia Nielsen, Office Manager/ Human Resources Officer, Neuralynx, Inc.

PREMIER BUILDING SYSTEMS

“As a Washington State small business, and having recently been purchased by a Montana businessman, SWM Financial was quick to add us to their list of clients. Already serving our owner, as the agent for his current company’s employee benefits, the transition was easy, quick and problem free.  Every call has been personally returned, all questions have been answered timely and every issue, no matter how obsolete, has been resolved…and believe me, our company has managed to unearth every problem under the sun.  The great part is working with SWM team members.  Courteous, patient, kind and knowledge blessed, it has been a breath of fresh air working with Kim Pickart – Branch Manager., Antoinette Bloem – Operations Manager and Julie Blockey, Owner.  Responsive and always looking out for Premier Building Systems future needs, I would recommend SWM Financial to any potential client, individual or business, who might be in search of the best in the insurance industry..”

Laurie Miller, Office & HR Manager, Premier Building Systems

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.”

HINSDALE SCHOOL DISTRICT

“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”.  It is also a real benefit to the district when SWMT asset with the health insurance enrollment.”

Ernie Marinko, District Clerk, Hinsdale School District

Craig and Jill Del Grande

“I just wanted to give a recommendation to anyone who is looking for insurance.

My husband and I have used Julie Blockey at Southwestern Montana Financial Center, Inc. for well over 15 years.  She and her staff have always been very professional, honest, prompt and caring.

We have had many insurance needs over the years and have never been disappointed with anything that was presented to us.  We have always enjoyed the depth of knowledge that Julie and her staff have. They are all prompt and delightful to work with and very easy to be around.

We are so pleased to know that we are provided with the very best insurance for all our needs.

On the above and beyond:  I am legally blind, There have been many times that Julie or her staff would come to our house to make it more convenient for me.  Very special and caring people that make you feel more like family, not just a business transaction.

Thank you, Julie and staff, for your continued hard work and fantastic attitudes.”

OUR MISSION IS SIMPLY TO HELP PROTECT OUR CLIENTS