Montanez Wealth Advisors- Financial Advisor / Wealth Management - Rogers, Arkansas
Address: 1800 S 52nd St #200, Rogers, AR 72758, United States.
Phone: 4794431339.
Website: montanezfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Montanez Wealth Advisors- Financial Advisor / Wealth Management
⏰ Open Hours of Montanez Wealth Advisors- Financial Advisor / Wealth Management
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Montanez Wealth Advisors: A Comprehensive Overview
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Montanez Wealth Advisors stands as a distinguished financial advisory firm dedicated to providing comprehensive wealth management solutions. Located at 1800 S 52nd St #200, Rogers, AR 72758, United States, the firm operates with the mission of guiding clients toward their long-term financial goals. Their commitment extends beyond simple investment management; they strive to build enduring partnerships based on trust, transparency, and a deep understanding of each clientâs unique circumstances. Phone: 4794431339 serves as the primary point of contact for inquiries and scheduling consultations. Potential clients can also explore their services and resources further through their website: Website: montanezfinancial.com. The firmâs specialization centers around providing personalized financial planning services, encompassing retirement planning, investment strategies, estate planning, and tax optimization.
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Services Offered
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Montanez Wealth Advisors offers a multifaceted approach to wealth management, designed to adapt to the evolving needs of their clientele. Key services include:
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- Investment Management: They develop and implement tailored investment portfolios aligned with client risk tolerance and financial objectives. This includes a range of asset classes, from stocks and bonds to alternative investments.
- Retirement Planning: A cornerstone of their service is assisting clients in strategically planning for a secure and comfortable retirement. This involves projecting retirement income needs, optimizing savings strategies, and exploring various retirement account options.
- Financial Planning: The firm provides holistic financial planning, addressing a broad spectrum of financial matters, including budgeting, debt management, insurance planning, and education funding.
- Estate Planning: Montanez Wealth Advisors collaborates with legal professionals to assist clients in developing comprehensive estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.
- Tax Optimization: They work to identify and implement tax-efficient strategies to minimize tax burdens and maximize after-tax returns.
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Location and Accessibility
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The firmâs physical location at 1800 S 52nd St #200, Rogers, AR 72758, provides a convenient and professional setting for client meetings. Montanez Wealth Advisors is committed to ensuring accessibility for all clients. The office features wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a dedication to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure dedicated time and personalized attention. Clients can schedule appointments via telephone or through the firmâs website.
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Client Feedback and Reputation
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Montanez Wealth Advisors has garnered a strong reputation for its client-centric approach and exceptional service. This company has 6 reviews on Google My Business, reflecting positive experiences from numerous clients. The average opinion is a remarkable 5/5, highlighting the high level of satisfaction among their clientele. These reviews consistently praise the teamâs professionalism, responsiveness, and commitment to achieving client goals. Individuals seeking a trusted and knowledgeable financial advisor will often find value in the firm's dedication to building long-term relationships. The firm prioritizes open communication and transparency, ensuring clients are fully informed and involved in all decision-making processes. The teamâs ability to navigate complex financial landscapes and provide clear, actionable advice has been a key factor in their success.
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Key Personnel
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Josh and Caroline Montanez lead the firm, bringing a wealth of experience and expertise to their clients. They are dedicated to providing tailored financial solutions and fostering strong, long-term relationships. Their collective knowledge and commitment to client success are evident in the firmâs consistently positive feedback. The entire team at Montanez Wealth Advisors shares this dedication, working collaboratively to deliver exceptional service.
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Other points of interest: Appointments recommended. Taking the time to schedule an appointment allows for a thorough assessment of the clientâs financial situation and the development of a customized plan.
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"summary": "Montanez Wealth Advisors is a reputable financial advisory firm providing comprehensive wealth management services, specializing in financial planning and investment management, with a strong focus on client relationships and accessibility.",
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👍 Reviews of Montanez Wealth Advisors- Financial Advisor / Wealth Management
