RB
Director, Plan Management & Administration
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Monterey Wealth
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
1117 Perimeter Ctr Ste E201, Sandy Sprin...Phone Number
(404) 201-2285Website
www.montereywealth.comRevenue
<$5 MillionIndustry
About Monterey Wealth
Monterey Wealth specializes in individual wealth planning and 401(k) consulting, leveraging over 20 years of experience to create custom financial plans for their clients. They prioritize transparency in their services, ensuring clients understand the value they receive and the fees involved. Their offerings include comprehensive retirement plan consulting, Cash Balance Plans, and fiduciary education to enhance client success. Dedicated to independence, Monterey Wealth collaborates with major 401(k) providers to deliver scalable and effective financial strategies without the constraints of sales quotas.Explore more
Monterey Wealth Org Chart
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Monterey Wealth specializes in individual wealth planning and 401(k) consulting, leveraging over 20 years of experience to create custom financial plans for their clients. They prioritize transparency in their services, ensuring clients understand the value they receive and the fees involved. Their offerings include comprehensive retirement plan co... Read More
