About Company

Montgomery Financial Services LLC is a full-service, independent financial advisory firm located near Rockton, Illinois, and also operating in Ocean City, Maryland. The company focuses on helping clients build and implement personalized financial plans to achieve their retirement and investment goals. Montgomery Financial Services emphasizes a fiduciary relationship, acting in the best interest of clients without conflicts of interest. The firm offers services including retirement planning, investment management, tax planning, and financial coaching, with a mission to empower clients to live their best lives in retirement. The company has been in business for over 14 years and is accredited by the Better Business Bureau with an A+ rating. The leadership includes Jeffrey Montgomery as Owner and President and Tammy Patrick as Director of Marketing.

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