An Independent, Fiduciary, Registered Investment Advisory firm that specializes in building long-term financial plans with an emphasis on efficient investment management, proactive tax planning, and long-term income planning. Our mission is to better lives for our clients by helping them identify what’s important to them. We focus on long-term outcomes, meaningful relationships, and genuine connections with our clients. By creating a plan that aligns with their goals & values and emphasizing coaching & education, our clients are empowered to live their best life in retirement. Investment advisory services offered through Montgomery Financial Services LLC a Registered Investment Advisor in the state of MD, DE, FL, and PA. Insurance products and services are offered through MFS Wealth LLC independent agent.
View Top Employees from Montgomery Financial Services, LLCWebsite | https://montgomeryfinancialservices.com/ |
Revenue | $5 million |
Employees | 10 (5 on RocketReach) |
Founded | 2008 |
Address | 11718 Ocean Gateway, Ocean City, Maryland 21842, US |
Phone | (410) 208-1004 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Montgomery Financial Services, LLC employee's phone or email?
The Montgomery Financial Services, LLC annual revenue was $5 million in 2024.
Kristen Burns is the Director of Marketing of Montgomery Financial Services, LLC.
5 people are employed at Montgomery Financial Services, LLC.
Montgomery Financial Services, LLC is based in Ocean City, Maryland.
The NAICS codes for Montgomery Financial Services, LLC are [5239, 52, 52393, 523].
The SIC codes for Montgomery Financial Services, LLC are [628, 62].