Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That’s what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.
| Website | http://www.montereywealth.com |
| Employees | 6 (5 on RocketReach) |
| Founded | 2004 |
| Address | 1117 Perimeter Center West E201, Atlanta, Georgia 30303, US |
| Phone | +1 404-201-2284 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Retirement Planning, Investment Strategies, 401k Services, Fiduciary Services, Investment Management, Retirement Accounts, Financial Advisor, Financial Services, Wealth Management, Asset Management, Pension Consulting, Retirement Solutions, Employee Benefits, Investment Consulting, Financial Planning, Portfolio Management, Retirement Advice, 401k Rollover, Estate Planning, Tax Planning |
| Competitors | Wells Fargo, J.P. Morgan, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Edward Jones, Financial Services Company, LPL Financial, TIAA +38 more (view full list) |
Looking for a particular Monterey Wealth employee's phone or email?
Monterey Wealth Questions
Jay Cohen is the President of Monterey Wealth.
5 people are employed at Monterey Wealth.
Monterey Wealth is based in Atlanta, Georgia.
Top Monterey Wealth Employees
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Jay Cohen
President at Monterey Wealth
Atlanta, GA, US25 -
David Duncan
Partner at Monterey Wealth
Atlanta, GA, US22 -
Bob Kwatnez
Strategic Business Partner at Monterey Wealth
Alpharetta, GA, US24 -
Tyler Henderson
Wealth Advisor at Monterey Wealth
United States15
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