What Can You Take Away From Our Client-Focused Relationship?
At Montis Financial, LLC, we care about your financial wellbeing. Our commitment is to your overall success and approaching your needs with the same focus and value that we would expect ourselves.
As such, your questions and concerns are addressed in a comprehensive manner - taking into account every aspect of your life in order to organize and coordinate the details according to your unique objectives.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Montis does not serve as an attorney, accountant, or insurance agent. Montis does not prepare legal documents or tax returns, nor does it sell insurance products.