Montoya Financial Strategies a premier fee-based financial services firm, offers Retirement Solutions to individuals and employers and guides clients through investment planning and insurance strategies. For over 25 years as an employee benefit and financial planning advisor Will Montoya had a vision to create a client-focused firm that would endeavor to help business owners grow, protect and improve their businesses. His dream of leading an organization that was focused on client-centric solutions came to fruition with the founding of Montoya and Associates. Our team of experienced and licensed professionals has an average of eight years of experience in designing retirement and financial plans to help meet the needs of our clients. We appreciate the valuable relationship with our clients and never take it for granted. We strive to earn and maintain client loyalty by adhering to the following standards: ■We are committed to upholding the highest standards of integrity and honesty in our business. ■We will strive to fully understand each of our client’s business objectives, needs, and concerns. ■In recommending products and services, we will consider foremost the interest of our clients. ■We will actively monitor the benefits marketplace for quality and cost effective products, services, and solutions. ■We will communicate clearly and openly information related to overall strategy, product procurement, implementation, and associated compensation.
View Top Employees from Montoya Financial StrategiesWebsite | https://www.montoyafinancial.com |
Revenue | $7.4 million |
Employees | 2 (2 on RocketReach) |
Founded | 1990 |
Phone | (904) 280-2028 |
Technologies |
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Industry | Financial Services, Insurance |
Web Rank | 34 Million |
Keywords | 7872 Inurl:Contact |
SIC | SIC Code 641 Companies, SIC Code 64 Companies, SIC Code 6411 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 5242 Companies, NAICS Code 523 Companies, NAICS Code 524 Companies, NAICS Code 52393 Companies |
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The Montoya Financial Strategies annual revenue was $7.4 million in 2023.
2 people are employed at Montoya Financial Strategies.
Montoya Financial Strategies is based in Ponte Vedra Beach, Florida.
The NAICS codes for Montoya Financial Strategies are [5239, 52, 5242, 523, 524, 52393].
The SIC codes for Montoya Financial Strategies are [641, 64, 6411].