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Business Profile

Financial Services

Montgomery Financial
BBB Accredited BusinessA+Rated by BBB
Visit Website(855) 972-6224Write a Review

About

Overview

Montgomery Financial

11718 Ocean Gtwy

Ocean City, MD 21842

View Service Area
See Hours
Operating Hours
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
9:00 AM - 4:00 PM
Closed
Closed

Find a Location

Montgomery Financial has 2 locations, listed below.

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    BBB Accreditation & Rating

    Montgomery Financial is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Montgomery Financial Services LLC provides financial advisory services, including retirement planning and investment strategies. The company assists clients with developing personalized financial plans to reflect their goals and values.

    BBB Accredited Since: 1/24/2025

    Years in Business: 15

    Products and Services

    Financial Planning, Insurance Products, Investment Advisory, Retirement Planning, Wealth Management

    Business Details

    Local BBB:
    BBB of Greater Maryland
    BBB File Opened:
    1/6/2025
    Business Started:
    8/26/2011
    Business Incorporated:
    8/26/2011
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Montgomery Financial Services, LLC
    Business Management:
    Mr. Jeffrey Montgomery, Owner and President
    Ms. Tammy Patrick, Director of Marketing

    Additional Contact Information

    Principal Contacts
    Mr. Jeffrey Montgomery, Owner and President
    Customer Contacts
    Mr. Jeffrey Montgomery, Owner and President
    Additional Email Addresses
    Technical Support: Email this Business
    Customer Service: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 170024 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 12/30/2026.

    FINRA- Financial Industry Regulatory Authority

    1700 K Street, NW

    Washington DC 20006

    301-5906500Website

    Additional Information

    Other Resources
    U.S. Securities and Exchange Commission
    100 F Street, NE
    Washington DC 20549
    Phone Number: 800-732-0330
    Fax Number: (202) 772-9295
    https://www.sec.gov
    [email protected]
    Business Categories
    Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Investment Management, Wealth Management, Financial Advisor Support Wealth Management, Registered Investment Advisors

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.