Deirdre Flaherty, MBA, CPFA
Financial Advisor
Deirdre joined with Flaherty Financial Services, Inc. in 2003 after completing her Masters in Business Administration at the University of Montana. Deirdre is an Investment Advisor Representative working with clients investing in stocks, bonds, and mutual funds.
For investments, she helps clients set up and maintain:
- Retirement Plans, Including but not limited to:
- College Savings - 529
- General Investment Accounts
- IRA’s
- Roth IRA’s
- 401k’s,
- 403b’s
- SIMPLE IRA’s
- SEP IRA’s
For insurance, Deirdre assists clients with:
- Life Insurance
- Disability Income
- Long Term Care
- Annuities
Deirdre’s Awards and Community Involvement:
- 2014 Business Woman of the Year. Awarded by Missoua Business Woman Network
- MBN Flying High. Awarded by Missoula Business Woman Network
- Missoula Businesswomen’s Network- 10 years
- President- 1 year
- Social Chair- 3 years
- Women in Personal Finance Chair- 3 years
- Women’s Symposium Committee- 7 years
- Committee Chair- 2 years
- Treasurer - 2 years
- Vendor Chair- 1 year
- Committee Advisor- 1 year
- Sponsorship Chair- 1 year
- Committee for Fiesta For Flagship
- Relay for Life Publicity Chair- 3 years
- Past Member of American Cancer Society Advisory Council
- Member of Toastmasters- 3 years
- Toastmasters Vice President of Education- 2 years
- Pre-1st grade Sunday School Teacher- 15+ years
- Soroptimist volunteer
- Missoula Food Bank Roots Delivery - 10+ years
- Member of the YWCA Missoula board - 8 years
- Past YWCA board president
- Vice President
- Secretary
- MCT Box Office Volunteer- 10+ years
- Big Sky Documentary Film Festival Volunteer
- Youth Homes Run 4 Kids Team member- 4 years
- homeWORD- Volunteer Speaker
- 2011 Mount Marty College "Church and Community Award"
- YWCA Tuesday night dinners volunteer
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.