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Alpha Financial Services

Company: Alpha Financial Services
Contact: Rich Hays
Address: 1925 North 22nd Ave Ste 103
City: Bozeman
State: MT
Zip: 59718
Phone: 406-586-3034
Fax: 406-582-0307
Email: rich@afsmontana.com
Website: www.afsmontana.com

About Our Practice

Alpha Financial Services is located in Bozeman, MT, servicing locations throughout the state of Montana and Washington.  Our goal is to assist federal employees and their spouses with their retirement benefits and options, providing education on issues specific to each individual. Complimentary consultations are available for all federal employees and their spouses and may include retirement and benefits analysis covering the following:

  • Federal Employee's Retirement
  • Thirft Savings Plans
  • Social Security Maximization
  • Civil Service Retirement System
  • FEGLI
  • Retirement Options and Eligibility
  • Survivors Benefit Annuity
  • Monthly Retirement Calculations
  • Personal Federal Employees Benefits Analysis

Offering Advice Since

1993

Areas of Specialty

Comprehensive financial planning
Retirement planning
Insurance
Tax preparation

Licenses, Certifications, Education, and Affiliations

Designations: CFP®
Insurance Licenses:
Life, Health, Disability, Limited Lines Credit, Property & Casualty

Charges to Clients for Services

Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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