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Montagna Wealth Management

Financial advisor

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Services Offered

  • Investment Management
  • Retirement Income Strategies
  • Tax-Efficient Planning
  • Executive Compensation Solutions

About

Montagna Wealth Management is a financial advisory firm located in Ridgewood, New Jersey. With over 50 years of combined experience, the firm offers comprehensive financial services tailored to the needs of successful executives, professionals, and retirees. Their areas of expertise include investment management, retirement income strategies, tax-efficient planning, and executive compensation solutions. Montagna Wealth Management coordinates with clients' legal, tax, and estate professionals to provide seamless financial oversight, ensuring clarity and confidence in their financial decisions.

Reviews

Location

31 E Ridgewood Ave 2nd Fl, Ridgewood, New Jersey
Map showing location in Ridgewood, New Jersey
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Contact This Advisor

Business Information

Address

31 E Ridgewood Ave 2nd Fl
Ridgewood, New Jersey 07450

Phone

+1201-364-4703

Website

https://www.raymondjames.com/montagnawm

Business Hours

Contact for business hours