Raymond James – Montgomery Financial Services, LLC
Montgomery Financial Services is a full-service, independent financial services office. That means we don’t offer
proprietary products, and we don’t have quotas or anyone “pushing” us to use one product over another. Rather,
our advisors have access to the entire universe of investment products (mutual funds, annuities, stocks, bonds,
ETFs, UITs, etc.) in order to manage portfolios and assets for individuals and companies. Whatever your situation
and stage of life, we will work side-by-side with you to help you pursue your goals.
As our Mission Statement says, we strive to help individuals obtain and maintain financial freedom. Our goal is to
develop clients for life, so we work with people through all stages of life in order to help them address and sustain
their financial goals. Since our team is working with you every step of the way, we prefer to operate in a fee based
rather than transaction-based model. We feel this puts us on the same side of the table as our clients.
1116 Cannell Ct #1
Rockton, Illinois 61072