Its easy to feel discouraged, frustrated, and confused when you have been doing what you thought were the right things with your money, without success.
You may have followed all the advice you've read in financial magazines and newspapers, listened to your broker every step of the way; yet you're not getting the results you expected. Chances are you are following the traditional investing myths that plague the industry; Stock Picking, Market Timing, and Track Record Investing.
We pledge to avoid the Traditional Investing Myths that most broker and commission based financial planners utilize. Fee only Advisor's are legally required to act as Fiduciary's. This specifically means the clients interests must come first. This is in stark contrast to most brokers and commission based financial planners. In other words our success is tied to your success.
Recent Reviews
Montgomery Financial Services
Dana West : 5 on 8/23/2023 3:57 pm
I wish I had started using them years ago. I highly recommend their services
Dana West
1692806245
5
5
Montgomery Financial Services
Michelle Watts : 5 on 3/23/2016 1:08 am
Jeff is great, and full of know,edge and made it easy for me to just let go and let him do his thing.
Michelle Watts
1458695294
5
5
Montgomery Financial Services
Casey Craven : 5 on 12/18/2021 4:14 pm
The best there is on the eastern shore! So knowledgeable and responsive.
Casey Craven
1639844041
5
5
Montgomery Financial Services
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