Investment Management Firms Rock Springs 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.

Wells Fargo - Rock Springs
(307) 352-5506
1400 Dewar Dr
Rock Springs, WY
Type
Branch
Office Hours
Mon-Fri 08:00 AM-05:30 PM
Sat 09:00 AM-01:00 PM
Sun Closed

US Bank - Green River Office
(307) 875-5980
285 Uinta Dr
Green River, 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

Lonnie Bull, CFP®
(307) 232-2158
210 S Wolcott St
Casper, WY
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Dr. Nels A. Nelson Iii, CFP®
(307) 674-7494
PO BOX 1063
Sheridan, WY
Firm
New Life Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Wells Fargo - Green River
(307) 872-4080
125 W Flaming Gorge Way
Green River, WY
Type
Branch
Office Hours
Mon-Wed 08:00 AM-05:30 PM
Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:30 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Edward Jones
(888) 891-1440
1977 Dewar Dr # H
Rock Springs, WY

Data Provided by:
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

Lori L Rhyner, CFP®
(307) 739-3855
PO Box 1788
Jackson, WY
Firm
Wells Fargo Advisors

Data Provided by:
Mr. James M. Gersack, CFP®
(307) 732-7852
PO Box 11095
Jackson, WY
Firm
First Interstate Wealth Management

Data Provided by:
Data Provided by:

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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