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Investment Management Firms Cody WY

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. A. Andrew Steele, CFP®
(307) 587-2600
1735 Sheridan Ave Ste 232
Cody, WY
Firm
Steele Financial Services, Inc
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Wells Fargo - Cody Walmart
(800) 869-3557
321 Yellowstone Ave
Cody, WY
Type
In-Store Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

US Bank - Cody Office
(307) 527-9621
1132 Beck Ave
Cody, WY
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:00 pm

Connie Brezik
Asset Strategies, Inc.
(307) 266-4525
111 West 2nd Street, Suite 608
Casper, WY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, PFS

Mr. James C. Reed, CFP®
(307) 734-1370
PO Box 13292
Jackson, WY
Firm
James C Reed CPA PC
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Charitable Giving, Debt Management, General Financial Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Andy Steele
1285 Sheridan Avenue
Cody, WY
Company
Title: President
Company: Steele Financial Services
Type
Registered Investor: Yes
Education
B.S Florida State University
Years Experience
Years Experience: 26
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Investment Consulting & Allocation Design,Planning For Personal Finances &

Data Provided by:
Wells Fargo - Cody Main
(800) 869-3557
1401 Sheridan Ave
Cody, WY
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Cody Albertsons
(800) 869-3557
1825 17Th St
Cody, WY
Type
In-Store Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Holland Duell
Holland Duell Financial Strategies
(307) 672-6364
50 E. Loucks St,. Suite 210
Sheridan, WY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Divorce Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Mr. Shawn Michael Porter, CFP®
(307) 235-4368
PO Box 40
Casper, WY
Firm
First Interstate Bank Wealth Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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