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 fiduciary obligation to their clients, they offer impartial advice and do not benefit from the choices clients make, ensuring their interests are always served.
The Montgomery Financial Group also offers comprehensive business financial services, including bookkeeping, payroll administration, and retirement plan administration. With years of experience, they assist local small businesses in navigating the complexities of retirement plans, such as 401(k) and SIMPLE IRA, providing expert guidance and support. Trustworthy and dedicated, The Montgomery Financial Group is committed to helping clients achieve their financial goals and success.
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