hero-image

MERCORD/BARONE
WEALTH MANAGEMENT

Advisors with D.A. Davidson & Co.

200 First Ave. E.
Kalispell, MT 59901
Phone:
  • (406) 752-6212 | (800) 955-2208
Fax:
  • (406) 257-7401

OUR VISION ... CLIENT FOCUS
Guiding clients through their financial lives
 
Leslie Mercord, CWS® Senior Vice President, Financial Advisor
Chris Barone  Senior Vice President , Regional Director

 

Welcome to our website. Thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. We believe that a client's investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan. We strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck