About French Wealth Management - LPL Financial
French Wealth Management, an LPL Financial affiliate in Kalispell, MT, provides personalized financial planning and investment strategies for retirees, business owners, and young professionals. The firm's experienced team, led by a Certified Financial Planner, delivers tailored advice and support to help individuals achieve and maintain financial independence. French Wealth Management is praised for its professional and knowledgeable staff, who consistently provide excellent service with a personal touch. Clients appreciate the firm's secure online account access, regular video meetings, and trusted investment guidance. Overall, the firm is highly valued for its valuable services and long-term commitment to its clients.
I am totally impressed and satisfied with the services provided by French Wealth Management. Michael French and his assistants have consistently delivered excellent professional attention, with a personal touch, to all financial matters that my wife and I have needed help with. Michael also provided access to his conference room for several of my business associates and me, to have an important private meeting, and he shared critical guidance at times during the meeting when matters became confusing. I cannot recommend his services highly enough because they are that valuable.
Michael French and staff, Kimberly and Taylor, at French Wealth Management are a professional and knowledgeable team who have worked with me for several years on my financial planning and future retirement goals. I am very pleased with the advice that Michael has provided and the direction my investment portfolio is going. I look forward to a long relationship with French Wealth Management.
Michael French and the staff at French Wealth Management have always handled telephone and video interchanges quickly and with accurate, pertinent details. The secure account website displays current balances and details about the individual investments. Michael schedules helpful video meetings two or three times annually for reasonable cost. I trust the advice I have received during the past several years.