Montage Wealth Mgmt
www.montagewealthmanagement.comWe 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
Read moreWe 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
Read moreCountry
State
New York
Employees
11-50
Founded
2004
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Founding Partner
Email ****** @****.comPhone (***) ****-****Founding Partner
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****Client Service Associate
Email ****** @****.comPhone (***) ****-****
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