Montanez Financial- Financial Advisor / Wealth Management - Rogers, Arkansas

Address: 1800 S 52nd St #200, Rogers, AR 72758.
Phone: 94431339.
Website: montanezfinancial.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Montanez Financial- Financial Advisor / Wealth Management

94431339

Montanez Financial is a reputable financial advisor/wealth management company located at Address: 1800 S 52nd St #200, Rogers, AR 72758. They can be reached at Phone: 94431339. For more information, you can visit their website at Website: montanezfinancial.com.

Montanez Financial specializes in Financial planner. They have a wheelchair accessible entrance, parking lot, and restroom, making it convenient for people with mobility challenges. It is recommended to make appointments before visiting.

According to Opinions: This company has 6 reviews on Google My Business. The company has an impressive Average opinion: 5/5.

Montanez Financial's team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. They offer a wide range of services including retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to understand their unique needs and develop customized financial plans to help them build wealth and preserve it for future generations.

Their website provides valuable resources such as financial calculators, educational articles, and market updates. You can also use their website to schedule an appointment or request more information.

Reviews of Montanez Financial- Financial Advisor / Wealth Management

Montanez Financial- Financial Advisor / Wealth Management - Rogers, Arkansas

Mytaah Crawford

5/5

Working with Josh and Caroline has been the best decisions I have made regarding our family finances. Since we’ve started working with Montanez Financial in 2020, we have seen nothing but acceleration towards our goals while overcoming challenges brought with the pandemic. I can confidently say that the growth we have seen is a direct result of the guidance we have received from the Montanez team and I look forward to continuing our long-term partnership. I am grateful for this company and highly recommend!

John Lyons

5/5

We’ve been fortunate enough to have worked with Montanez Financial / Josh for several years now. Josh’s first priority was to understand our goals and aspirations, and to help us understand what tools and financial resources exist to help us achieve them as efficiently as possible. Josh has done all of that, plus some! Josh has a knack for simplifying what seem like complex financial topics, and making them easy to digest. Josh is patient and easy to work with, and has a high sense of urgency—you won’t find yourself waiting on him for an answer when you need one.

We’ve loved working with Montanez Financial and look forward to working with him for many years to come.

Bruce Chang

5/5

Planning and discussing your financial future isn't painful when working with the team at Montanez Financial! They take all the discomfort out of the process while providing excellent data-backed guidance and expert insights. Josh and Caroline are solution-orientated professionals with a strong focus on details and service. My wife and I thoroughly enjoy working with them and we feel more confident about our financial future than we ever have.

Remington Rice

5/5

Josh has been my Financial Advisor for almost 10 years now. He has worked with me since the beginning to truly understand what I want in life and how I am most likely to financially achieve that. I have never felt pressured to purchase packages that were outside of my own financial goals. I have worked in the finance industry, and I can say with absolute certainty that advisors who truly care about their customers and want to do what is right by them versus milking them for as much money as possible are a minority that are few and far between. Josh is absolutely a part of that minority that truly cares about his clients. I will work with Josh for as long as Josh is on this career path, and I continue to send my friends and family his way for the same. I truly cannot recommend him enough for your financial success and safety.

Dan Danheim

5/5

I have been with Montanez Financial for several years. Josh and his team are great! They are knowledgeable of investment strategies and have that personal touch. Their attention to detail and customer service is outstanding. I recommend them highly!

Robert Smith

5/5

Thank you guys so much for making financial planning easy and understandable. We have confidence after working with this team that we are actually in the driver seat on our future financial success....looking forward to continuing to work on our goals together for years to come!