Bio Jeffrey D. Montgomery, Investment Adviser Representative

See All Authors »

Jeffrey D. Montgomery, Investment Adviser Representative

Founder and President, Montgomery Financial Services

Phone: 888.343.5485
Email: jeff@mfswealth.com.
Website: www.mfswealth.com

Jeffrey D. Montgomery is the founder and president of Montgomery Financial Services LLC (www.mfswealth.com). He is an Investment Adviser Representative, having passed the Series 65 securities exam, and holds life, health and disability insurance licenses in Maryland, Delaware and Virginia. Jeffrey graduated from Towson University in Maryland with a degree in business and economics. He works primarily with pre-retirees, retirees and affluent small-business owners, helping them grow, protect and distribute their financial assets.

Latest Features

Building Wealth
December 2018

Keep Your Shields Up When Navigating the Investment Space

All the turbulence in the markets now is serving as a valuable wake-up call: Investors need to be ready to deflect those stock shock waves. Here's how to do that.

See More From: Building Wealth

Building Wealth
August 2018

Depend on Market Efficiency – Not Pundits – to Help Protect Your Portfolio

The stock market is an amazing thing, with so many moving parts that it's impossible to predict. So don't even try to determine what it's going to do next, and don't believe people who say they can. Here's what to do instead.

See More From: Building Wealth