Edward Jones - Financial Advisor: Mark A Montaquila

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

Mark Montaquila is a financial advisor based in Leominster, Massachusetts, affiliated with Edward Jones. He provides investment guidance and financial planning services to individuals and families in the local community. His expertise includes retirement preparation, education savings strategies, and tax-efficient investing. Mark emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals.

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