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The Montgomery Financial Group, Inc.
The Montgomery Financial Group, Inc (TMFGI) located in Orleans is a fee-only financial advisory and investment management firm specializing in the “underserved and oversold” middle market investors as well as people of modest means in need of financial direction. At TMFGI there are no minimum account sizes, net worth or income requirements; they ill work for and with anyone possessing a sincere desire to improve their financial position.
Their services offering include but are not limited to compressive financial planning, retirement planning, retirement income, distribution, small business retirement plan administration, tax planning and preparation as well as a new offering, small business consulting and accounting. They also help client’s overwhelmed with debt by helping to set up saving and spending plans, sometimes meeting regularly to pay the monthly bills. The do not sell any financial products and therefore do not receive commissions from mutual fund or insurance companies.
TMFGI prides themselves on being able to work on a multi issue financial plan or solving a single concern that some one may have. TMFGI is truly the “financial advisor to the not so rich and famous“ and proud of it.
For more information visit The Montgomery Financial Group website http://www.themontgomeryfinancialgroup.com or call them at 508-240-1151
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