The Montgomery Financial Group, Inc.
The Montgomery Financial Group, Inc. (CRD# 140782) is a financial advisory firm headquartered in Orleans, MA. They manage $34,304,180 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts131ACCOUNTS
Average Account Value$261,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 20 years of experience in the finance industry. Herbert Montgomery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.