Great Falls Advisor and Broker
We are located in the Poquita Villa, which is on the opposite side of 10th Ave from the mall. The office opened in 2023 and is serviced by Brent and Jodie Leavitt.
We proudly offer our services for
Financial Planning including budgeting, retirement and goal planning.
Invest Account Management (IRAs, 401k).
Health Insurance for individuals and small businesses.
Medicare Insurance plans including supplements, drug plans and Medicare Advantage plans.
Dental Insurance
Vision Insurance
Term Life Insurance
Long-Term and Short-Term care Insurance
Make an appointment online or give us a call. We aren't always in the office for walk-ins, but aren't usually very far away if you call before you swing by.
We are active members of the Great Falls Chamber of Commerce, affiliates with the Great Falls area association of Realtors and also participate in social networking groups like CAB (Coffee and Business). We also have six young children at home and try and prioritize a work/life balance. We make sure that all of our clients are taken care of and understand the demands they have are important. We may not always be in the office for walk-in hours because of these activites, but it doesn't mean we aren't open or won't return phone calls. We also are available via email and have texting availability.
