The Montgomery Financial Group, Inc. is a trusted financial planning and registered investment advisory firm located in Orleans, Massachusetts. They provide fee-only financial planning services and investment management to clients from all walks of life, with no income or net worth minimums. With a focus on serving their clients' best interests, they offer personalized strategies for retirement planning, income tax preparation, bookkeeping, payroll services, and retirement plan administration.
As independent advisors, The Montgomery Financial Group, Inc. prides themselves on their impartiality and commitment to their clients. They do not benefit from the choices their clients make, ensuring that their advice is solely focused on helping clients achieve their financial goals. With years of experience and a fiduciary obligation to their clients, they offer trusted financial advice and services that can help individuals and businesses navigate the complexities of financial planning and achieve success.
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