Profile saved Oct 20

Frank Montemarano

Financial Advisor, Edward Jones

Woodbridge, Ontario

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About

Frank Montemarano is an Edward Jones financial advisor with an office in Woodbridge. The individual profile lists business owner considerations, estate and legacy strategies, retirement savings strategies, wealth strategies, education savings strategies, business retirement plans. The published approach includes reviewing the client’s situation, developing a longer-term strategy and monitoring progress as needs change. The branch can coordinate with the client’s accountant, lawyer and other trusted professionals. Outside work, the professional profile lists interests in traveling, aviation, sports enthusiast, music, hiking. The published office is at 3582 Major Mackenzie Drive West, Suite 202, Woodbridge, Ontario L4H 3T6. Contact the branch at (905) 264-2430 or use the advisor’s own message form. Mention Frank Montemarano and the broad topic you want to discuss, and confirm the current service scope, fees and appointment arrangements.

Services

Financial & mortgage advice

Services offered

Retirement savings and income strategies
You can contact Frank Montemarano about retirement savings and income strategies. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.
Estate, legacy and intergenerational strategies
You can contact Frank Montemarano about estate, legacy and intergenerational strategies. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.
Financial strategies for business owners
You can contact Frank Montemarano about financial strategies for business owners. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.
Education savings strategies
You can contact Frank Montemarano about education savings strategies. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.

Profile details

As listed when the profile was saved.

Office: Edward Jones, 3582 Major Mackenzie Drive West, Suite 202, Woodbridge, Ontario L4H 3T6.
Published branch support: Gabriella Phillips, Senior Branch Office Administrator.
Individual focus areas: Business owner considerations; Estate and legacy strategies; Retirement savings strategies; Wealth strategies; Education savings strategies; Business retirement plans.
Published interests: Traveling; Aviation; Sports Enthusiast; Music; Hiking.
Service area: Based in Woodbridge, serving Vaughan.
Contact: Contact the shared clinic or office and mention Frank Montemarano.