JAMES A. MONTMORENCY

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategies
• Risk assessment

About

James A. Montmorency is a financial consultant based in Kalamazoo, Michigan, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a comprehensive discovery process. His services include holistic financial planning, investment management, and risk assessment, focusing on high net worth individuals, families, corporate executives, and businesses. James is dedicated to helping clients grow and protect their assets while addressing complex financial issues.

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