Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
With more than 40 years of public accounting experience, Allen Bloomgren has assisted clients with business consulting, tax planning and preparation, personal financial and estate planning, and wealth management services. Allen holds FINRA series 7 and 66 securities licenses, Montana Life and Health insurance licenses, Member AICPA and MSCPA, Personal Financial Specialist accreditation by AICPA, and a Montana CPA certificate.
Allen is a Pennsylvania native, but has called Montana home since completing his service in the U.S. Air Force at Malmstrom Air Force Base in Great Falls, Montana. In 1974, he received his BS Accounting from the University of Providence. He is currently the founding partner of Bloomgren Rivera & Co, PLLC which has an emphasis in service to closely held businesses and individuals. Industries served include real estate, construction, hospitality, agriculture, and professional practices.
Allen’s passions outside of his business expertise include fly fishing alongside his sons on the beautiful Missouri River, music ranging from classical to blues, enjoying new culinary experiences, and Marilyn Monroe movies.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.