MEEKS PROSPERITY PLANNING

Meeks Prosperity Planning is a financial planning team with D.A. Davidson in Bozeman, Montana. The team exists to help clients align the three critical stars in their life: wealth, health, and time. And through the alignment of these stars, we help individuals and families find true prosperity... Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice. The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets... We believe that true prosperity is the confluence of wealth, health, and time. At Meeks Prosperity Planning, we work every day to help our clients align these three stars.

Primary location: Bozeman United States