Marquis

The Montgomery Financial Group, Inc. is a trusted financial planning and registered investment advisory firm located in Orleans, Massachusetts. They provide fee-only financial planning services and investment management to clients from all walks of life, with no income or net worth minimums. With a fiduciary obligation to their clients, they offer impartial advice and do not benefit from the choices clients make, ensuring their interests are always served. The Montgomery Financial Group also offers comprehensive business financial services, including bookkeeping, payroll administration, and retirement plan administration. With years of experience, they assist local small businesses in navigating the complexities of retirement plans, such as 401(k) and SIMPLE IRA, providing expert guidance and support. Trustworthy and dedicated, The Montgomery Financial Group is committed to helping clients achieve their financial goals and success.Generated from the website

National Securities Corporation in Orleans is a full-service investment banking and asset management firm offering a comprehensive suite of services to a diverse client base. Their offerings include independent retail brokerage, advisory services, investment banking, institutional sales and trading, equity research, financial planning, market making, tax preparation, and insurance. Catering to corporations, institutions, high net-worth individuals, and retail investors, National provides a wide range of financial solutions to meet the unique needs of each client. With a focus on excellence and expertise, they strive to deliver top-notch services in the realm of finance and investment. Generated from their website's infomation

Brimmer Financial Group, Inc., located in Orleans, MA, is dedicated to offering a comprehensive range of financial services designed to help clients achieve financial freedom through personalized financial planning and investment management. As an independent financial advisory firm affiliated with B. Riley Wealth Management, they emphasize a trust-based relationship with clients, ensuring accessibility and support throughout their financial journeys. The firm's approach is tailored to meet the unique needs and goals of each client, allowing them to navigate life's changes while staying on course amid evolving economic conditions. With services that extend from retirement and estate planning to business financial planning and insurance, Brimmer Financial prioritizes empowering individuals with the tools and knowledge necessary for their future success. Generated from the website