Montanez Wealth Advisors- Financial Advisor / Wealth Management - Rogers, Arkansas

Address: 1800 S 52nd St #200, Rogers, AR 72758, United States.
Phone: 4794431339.
Website: montanezfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Montanez Wealth Advisors- Financial Advisor / Wealth Management

Montanez Wealth Advisors- Financial Advisor / Wealth Management 1800 S 52nd St #200, Rogers, AR 72758, United States

☎️4794431339

⏰ Open Hours of Montanez Wealth Advisors- Financial Advisor / Wealth Management

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Montanez Wealth Advisors - Un consejo financiero de confianza desde Rogers, AR

Montanez Wealth Advisors es una empresa de consejería financiera con sede en Rogers, AR, que ofrece asesoramiento financiero personalizado y planificación financiera para individuos y familias. Con más de 20 años de experiencia en el mercado, la empresa se ha consolidado como una de las opciones más confiables para aquellos que buscan consejos financieros de alta calidad.

Especialidades

Financial planner
Planeación financiera
Asesoramiento financiero
Investigación de inversiones
Planificación de jubilación
Creación de presupuestos
Asesoramiento deuda

Dirección, teléfono y sitio web

La empresa se encuentra ubicada en 1800 S 52nd St #200, Rogers, AR 72758, EE. UU.
Puede comunicarse con ellos al teléfono 4794431339 o visitar su sitio web en montanezfinancial.com.

Características y servicios

Montanez Wealth Advisors ofrece una variedad de servicios de consejería financiera, incluyendo planeación financiera, asesoramiento financiero, investigación de inversiones y planificación de jubilación. La empresa también ofrece creación de presupuestos y asesoramiento de deuda, lo que la convierte en una opción ideal para individuos y familias que buscan un consejo financiero personalizado.

Información de interés

La empresa tiene 6 reseñas en Google My Business y una media de opinión de 5/5. Los clientes han comentado que los expertos de Montanez Wealth Advisors son de gran ayuda y que han sido capaces de ayudarles a alcanzar sus objetivos financieros. También se destaca la accesibilidad de la empresa, ya que cuenta con un estacionamiento para sillas de ruedas, entrada y baño accesible para personas con discapacidad.

Se recomienda hacer una cita con la empresa para obtener un consejo financiero personalizado y planificar tu futuro financiero.

Otras características

La empresa ofrece servicios de planeación financiera personalizada, investigación de inversiones y creación de presupuestos, lo que la convierte en una opción ideal para individuos y familias que buscan un consejo financiero de confianza.

👍 Reviews of Montanez Wealth Advisors- Financial Advisor / Wealth Management

Montanez Wealth Advisors- Financial Advisor / Wealth Management - Rogers, Arkansas

Mytaah C.

5/5

Working with Josh and Caroline has been the best decisions I have made regarding our family finances. Since we’ve started working with Montanez Financial in 2020, we have seen nothing but acceleration towards our goals while overcoming challenges brought with the pandemic. I can confidently say that the growth we have seen is a direct result of the guidance we have received from the Montanez team and I look forward to continuing our long-term partnership. I am grateful for this company and highly recommend!

John L.

5/5

We’ve been fortunate enough to have worked with Montanez Financial / Josh for several years now. Josh’s first priority was to understand our goals and aspirations, and to help us understand what tools and financial resources exist to help us achieve them as efficiently as possible. Josh has done all of that, plus some! Josh has a knack for simplifying what seem like complex financial topics, and making them easy to digest. Josh is patient and easy to work with, and has a high sense of urgency—you won’t find yourself waiting on him for an answer when you need one.

We’ve loved working with Montanez Financial and look forward to working with him for many years to come.

Bruce C.

5/5

Planning and discussing your financial future isn't painful when working with the team at Montanez Financial! They take all the discomfort out of the process while providing excellent data-backed guidance and expert insights. Josh and Caroline are solution-orientated professionals with a strong focus on details and service. My wife and I thoroughly enjoy working with them and we feel more confident about our financial future than we ever have.

Remington R.

5/5

Josh has been my Financial Advisor for almost 10 years now. He has worked with me since the beginning to truly understand what I want in life and how I am most likely to financially achieve that. I have never felt pressured to purchase packages that were outside of my own financial goals. I have worked in the finance industry, and I can say with absolute certainty that advisors who truly care about their customers and want to do what is right by them versus milking them for as much money as possible are a minority that are few and far between. Josh is absolutely a part of that minority that truly cares about his clients. I will work with Josh for as long as Josh is on this career path, and I continue to send my friends and family his way for the same. I truly cannot recommend him enough for your financial success and safety.

Dan D.

5/5

I have been with Montanez Financial for several years. Josh and his team are great! They are knowledgeable of investment strategies and have that personal touch. Their attention to detail and customer service is outstanding. I recommend them highly!

Robert S.

5/5

Thank you guys so much for making financial planning easy and understandable. We have confidence after working with this team that we are actually in the driver seat on our future financial success....looking forward to continuing to work on our goals together for years to come!