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

⏰ Open Hours of Montanez Financial- 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

Montanez Financial - Expert Financial Advisor and Wealth Management

Montanez Financial, located at Address: 1800 S 52nd St #200, Rogers, AR 72758, is a renowned financial advisor and wealth management firm that specializes in providing comprehensive financial planning services. They can be reached at Phone: 94431339 and their website is montanezfinancial.com.

Specialties

As a dedicated financial planner, Montanez Financial helps individuals and families achieve their financial goals by offering personalized financial planning and investment management services. They work closely with their clients to understand their unique needs, goals, and risk tolerance, and then develop a customized financial plan to help them achieve their objectives.

Other Points of Interest

Montanez Financial is committed to providing accessibility for all, with features such as a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They recommend making appointments and offer restroom facilities on-site. The company has received an impressive average opinion: 5/5 based on 6 reviews on Google My Business.

Review Highlights

"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"

Final Recommendation

Montanez Financial is an excellent choice for individuals and families seeking a reliable and experienced financial advisor and wealth management firm. Their personalized approach, accessibility, and commitment to their clients' financial success make them an ideal partner for anyone looking to achieve their financial goals. Contact them today through their website or by phone to learn more about how they can help you.

👍 Reviews of Montanez Financial- Financial Advisor / Wealth Management

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

Mytaah C.

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 L.

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 C.

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 R.

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 D.

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 S.

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!