Sonder Financial Strategies - Odie

Sonder Financial Strategies - Odie An independent financial advisory firm providing comprehensive, values-based investing strategies fo Member FINRA (www.finra.org) / SIPC (www.sipc.org).

At The Chamberlin Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our primary focus is the financial well-being of our clients. By working with us you can rest easy knowing that we put your best interests first and that our advice is tailored to fit your specific financial strategy. We can help you address:
•Investing

principles and strategies
•Retirement investing and distribution strategies
•Estate conservation issues
•Risk management
•College planning

We can also answer your questions, including:
•Can I retire early?
•Are my investments working hard enough?
•What’s the best approach for college savings?
•What are the elements of a sound estate strategy?
•Do I have enough life insurance for my family? Our team of professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation and provide you with a well-balanced financial plan. Disclosure:
Securities offered through Securities America, Inc. Advisory services offered through Securities America Advisors, Inc. The Chamberlin Group, Inc. is not an affiliated entity of the Securities America companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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06/28/2025

Join us!

04/15/2025

Social Announcement: We will be closing down this page to maintain the Sonder Financial Strategies page. If you haven't given us a follow over there, please do so soon!

Your Unique Financial Journey Begins Here.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

09/14/2024
Our office and markets will be closed on Monday for Labor Day. Enjoy the long weekend!
08/30/2024

Our office and markets will be closed on Monday for Labor Day. Enjoy the long weekend!

Let us know if you need us. Swing by or give us a call, we hope to have email again shortly!
01/03/2024

Let us know if you need us. Swing by or give us a call, we hope to have email again shortly!

Ever experienced that 'aha' moment when the perfect, out-of-the-box solution clicks into place? That's what I love most ...
12/29/2023

Ever experienced that 'aha' moment when the perfect, out-of-the-box solution clicks into place? That's what I love most about what I do! Collaborating with clients to find unique, tailor-made strategies that turn dreams into realities is my passion. Whether it's an unexpected investment avenue or a creative financial approach, I'm here to help you navigate the uncharted territories of finance. Let's think outside the box, explore unconventional paths, and craft solutions perfectly fit for your financial journey. Together, we can achieve the extraordinary!

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Address

Helena, MT

Opening Hours

Monday 8am - 2:30pm
Tuesday 8am - 2:30pm
Wednesday 8am - 2:30pm
Thursday 8am - 2:30pm
Friday 8am - 12pm

Telephone

+14064421066

Website

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