Montoya Financial Strategies Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Montoya Financial Strategies a premier fee-based financial services firm, offers Retirement Solutions to individuals and employers and guides clients through investment planning and insurance strategies. For over 25 years as an employee benefit and financial planning advisor Will Montoya had a vision to create a client-focused firm that would endeavor to help business owners grow, protect and improve their businesses. His dream of leading an organization that was focused on client-centric solutions came to fruition with the founding of Montoya and Associates. Our team of experienced and licensed professionals has an average of eight years of experience in designing retirement and financial plans to help meet the needs of our clients. We appreciate the valuable relationship with our clients and never take it for granted. We strive to earn and maintain client loyalty by adhering to the following standards: ■We are committed to upholding the highest standards of integrity and honesty in our business. ■We will strive to fully understand each of our client’s business objec­tives, needs, and concerns. ■In recommending products and services, we will consider foremost the interest of our clients. ■We will actively monitor the benefits marketplace for quality and cost effective products, services, and solutions. ■We will communicate clearly and openly information related to over­all strategy, product procurement, implementation, and associated compensation.

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