Montoya Financial Strategies
Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management and financial plannin...load more
Montoya Financial Strategies's Basic Information
Industry
Financial Services
Headquarters
Jacksonville, Alabama, United States
Website
Founded Year
1990
Headcount
11 - 50 ( View All )
Specialties
Employee BenefitsWealth ManagementFinancial PlanningRetirement PlanningPersonal LinesCommercial LinesIndividual InsuranceMedicareInsuranceExecutive BenefitsProperty & casualtyGroup Health
Montoya Financial Strategies's Competitors
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Montoya Financial Strategies's Top Employees
Shawn Montoya
Owner AND Architect
Phone Email
Matt Montoya
Risk Specialist/ Associate
Phone Email
Lea Vella
Staff EN Montoya AND Associates
Phone Email
Keenan Crosby
Wealth Management Associate
Phone Email
Will Montoya
President & CEO
Phone Email
Frequently Asked Questions Regarding Montoya Financial Strategies
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