Montage Wealth Mgmt

www.montagewealthmanagement.com

We help successful professionals, retirees, and families plan their future with confidence. Our clientele are often high achievers who may already be deemed “successful” but are seeking improvement and confidence with their finances. They may be financial savvy but still yearn to experience the transformation from financial doubt to financial freedom. In a state of financial doubt, people are often reactive, overwhelmed, and indecisive; whereas those with financial freedom are likely to be proactive, informed, and confident. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Montage Wealth management, 179 Sully’s Trail, Suite 302, Pittsford, NY 14534. 585-485-6668. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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We help successful professionals, retirees, and families plan their future with confidence. Our clientele are often high achievers who may already be deemed “successful” but are seeking improvement and confidence with their finances. They may be financial savvy but still yearn to experience the transformation from financial doubt to financial freedom. In a state of financial doubt, people are often reactive, overwhelmed, and indecisive; whereas those with financial freedom are likely to be proactive, informed, and confident. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Montage Wealth management, 179 Sully’s Trail, Suite 302, Pittsford, NY 14534. 585-485-6668. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Country

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State

New York

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Employees

11-50

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Founded

2004

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Founding Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Founding Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Client Service Associate

    Email ****** @****.com
    Phone (***) ****-****

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