B. Monte Brumbaugh

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Monte Brumbaugh is a financial consultant based in Minneapolis, Minnesota, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Monte employs a comprehensive discovery process to understand the specific financial situations of his clients, focusing on high net worth individuals, families, corporate executives, and businesses. His practice is dedicated to helping clients grow and protect their assets while addressing complex financial issues.

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