Cambridge Investment Research

Located in the charming city of Prescott, Arizona, Montoya Wealth Management stands as an independent, fiduciary, fee-only financial firm. With a dedication to managing investments and providing comprehensive financial services, the firm takes a holistic approach to its clients' financial well-being. Beyond investment management, their expertise extends to financial planning, tax preparation, and estate planning coordination, ensuring a well-rounded support system for every client. In the heart of Prescott, AZ, Montoya Wealth Management shines as a trusted financial partner. Specializing in independent, fiduciary services and operating on a fee-only basis, the firm prioritizes the overall financial health of each client. Through personalized investment management and a suite of financial services, including financial planning, tax preparation, and estate planning coordination, Montoya Wealth Management offers a tailored approach to financial success in a picturesque Arizona setting. Generated using this place's available information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy