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Jonathan Montano

Financial Services Professional

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I work closely with my clients and can also work with you to:

· Define your personal financial goals

· Develop a financial strategy that can help you achieve these goals

· Suggest suitable products and solutions based on your needs

· Implement your strategy with products and services that help meet your needs.

Contact me to discuss your financial future.
I am licensed to sell insurance in Pennsylvania.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Income Planning

Languages

  • English
  • Spanish

Set-up an Appointment

Coverpath - Get a quote for term life insurance

CRN202209-271451

Check the background of this investment professional on FINRA's BrokerCheck