Chase Natalie
Financial Advisor
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Chase Natalie
Financial Advisor
Worried About Market Volatility?
If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.
About Chase Natalie
About Chase Natalie
As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Solutions
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Experience
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Financial Advisor
Prudential Advisors
January 2019 - Present | Helena, MT
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Financial Advisor
Wells Fargo Advisors
May 2016 - January 2019 | Bozeman, MT
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Branch Manager
Wells Fargo Bank
February 2010 - May 2016 | Helena, MT
The Prudential Difference
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- Variable Annuities: MT
- Securities License: MT, WY
- Variable Life Insurance: MT
- Fixed Annuities: MT
- Life Insurance: MT
Chase Natalie is associated with the Pacific Northwest Financial Group Office, 11400 SE 8th Street, 3rd Fl, Suite 380, Bellevue, WA, 98004-6017, Managing Director: Jon Graham, Phone: 425-641-6148. Chase Natalie offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Chase Natalie offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.