Matt Montgomery

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1504 E Rusk St, Jacksonville, Texas, 757...

Phone Number

(903) 586-3494

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Matt Montgomery

Montgomery Financial Designs offers personalized financial planning services, including wealth management, retirement solutions, and estate strategies tailored to individual client needs. The firm serves a diverse clientele, including entrepreneurs, peak career professionals, pre-retirees, retirees, and high-net-worth individuals. Their approach involves a three-step process that assesses client needs, sets financial goals, and implements strategies to achieve those objectives. With a focus on long-term relationships and open communication, they aim to help clients navigate their financial journeys effectively.Explore more
Matt Montgomery's Social MediaPopular SearchesMatt MontgomeryMontgomery Financial DesignsMontgomery Financial Designs LLCBroadridge Investor Communication Solutions IncMatthewmontgomerySIC Code 62,628NAICS Code 52,523Show more

Matt Montgomery Org Chart

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MM
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Independent Registered Investment Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Matt Montgomery

<$5M
1-10
Private
-
1997
MM
Matt MontgomeryIndependent Registered Investment Advisor
<$5M
1-10
Private
-
1996
AS
Amber ShelleyClient Relationship Manager
<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
<$5M
1-10
Private
-
1992
<$5M
1-10
Private
-
-
AS
Amy StilwellSenior Director, Client Engagement
<$5M
1-10
Private
-
2005
KW
Kevin WebbFinancial Advisor
<$5M
1-10
Private
-
-
RP
Rebecca PierceRegistered Representative
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Matt Montgomery is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Matt Montgomery is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matt Montgomery.

Matt Montgomery Tech Stack

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Frequently Asked Questions Regarding Matt Montgomery

What is Matt Montgomery's official website?
Matt Montgomery's official website is www.matthewmontgomery.com
What is Matt Montgomery's Revenue?
Matt Montgomery's revenue is <$5 Million
What is Matt Montgomery's SIC code?
Matt Montgomery's SIC: 62,628
What is Matt Montgomery's NAICS code?
Matt Montgomery's NAICS: 52,523
How many employees does Matt Montgomery have?
Matt Montgomery has 1-10 employees
What industry does Matt Montgomery belong to?
Matt Montgomery is in the industry of: Finance, Securities Trading
What is Matt Montgomery competition?
Matt Montgomery top competitors include: Kevin Webb, Wagner Loftin Investment Services, Pathway Financial Advisors, Omega
What technology does Matt Montgomery use?
Some of the popular technologies that Matt Montgomery uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Matt Montgomery?
Matt Montgomery contact info: Phone number: (903) 586-3494 Website: www.matthewmontgomery.com
What does Matt Montgomery do?

Montgomery Financial Designs offers personalized financial planning services, including wealth management, retirement solutions, and estate strategies tailored to individual client needs. The firm serves a diverse clientele, including entrepreneurs, peak career professionals, pre-retirees, retirees, and high-net-worth individuals. Their approach in... volves a three-step process that assesses client needs, sets financial goals, and implements strategies to achieve those objectives. With a focus on long-term relationships and open communication, they aim to help clients navigate their financial journeys effectively.Read More

What are Matt Montgomery social media links?
Matt Montgomery Facebook page
Is Matt Montgomery a public company?
Matt Montgomery is private company therefore does not currently have an official ticker symbol
See more information about Matt Montgomery

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