Jeffrey T. Montville

Services Offered

• financial planning
• investment management
• insurance strategies

About

Jeffrey T. Montville is a financial consultant based in Southbury, Connecticut, affiliated with Oppenheimer. He provides comprehensive financial planning and investment strategies tailored to each client's unique goals and needs. His services include holistic planning, investment management, and insurance strategies, with a focus on high net worth individuals, families, corporate executives, and businesses. Jeffrey employs an in-depth discovery process to understand clients' specific situations, time horizons, and risk tolerances, ensuring personalized financial solutions.

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