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Core Wealth Financial & Investment Services

315 Edelweiss Dr
Bozeman, MT 59718
(406) 586-8581
Fax: (406) 586-1091
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about us

Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services.

  • Core Wealth
  • Phone: (406) 586-8581
  • Fax: (406) 586-1091


If you have any questions give a call or shoot us an email - We are here to help you travel with ease.
Stop on by. We'd love to meet you under the Big Sky!