Montgomery Financial Services

Jeff and his team have been a critical asset in helping me to achieve a comfortable retirement. We started with finding an annuity that made sense as a Personal Pension, then helping to grow my remaining assets to a level that works for me. Jeff's input was invaluable at the start and his willingness to listen has been even more important all along. When I retired and decided to take more control of my individual holdings as a matter of personal comfort, Jeff has been nothing but supportive. Kudos to the entire team, I don't ever envision leaving Montgomery Financial.

My husband and I were looking for advice on how to manage and maximize our retirement savings. The law firm with which we worked to create our Trust suggested that we contact Montgomery Financial. We have met with Jeff and his team on several occasions and are impressed by their financial/tax knowledge, their friendly approach, and their willingness to be available, when needed, to answer any questions that we may have. The Montgomery Financial team created for us a "retirement plan," which will be reviewed and adjusted each year to meet our needs. We highly recommend Montgomery Financial.

My husband and I transferred our entire financial portfolio to Montgomery Financial upon retiring to the Bethany, DE. We did our research and had very close discussions with our best friends. They recommended Montgomery Financial very highly! It was their experience that finalized our decision to transfer our assets. Hence, we decided to move and have been working with Montgomery Financial for 3 years, with great success. The staff, or rather team, are experienced, fun, professionals. They have educated us and increased our portfolios. We attend seminars and parties that include our family members and theirs. Best decision!