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Montanez Financial- Joshua Montanez CFP®, ChFC®, CLU®
234 Millsap Road, Fayetteville, Arkansas, United States
About the Montanez Financial- Joshua Montanez CFP®, ChFC®, CLU®
Montanez Financial, founded by Joshua Montanez, CFP®, ChFC®, CLU®, is a reputable finance institution located at 234 Millsap Road in Fayetteville, Arkansas, United States. With a team of highly qualified and experienced financial professionals, Montanez Financial offers a wide range of financial services including wealth management, retirement planning, investment strategies, and insurance solutions. Clients can trust Montanez Financial to provide personalized and comprehensive financial guidance to help them achieve their financial goals and secure their financial future. Visit Montanez Financial today to start planning for a brighter tomorrow.
234 Millsap Rd #100, Fayetteville, AR 72703, United States
Opening hours of Montanez Financial- Joshua Montanez CFP®, ChFC®, CLU®
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Montanez Financial- Joshua Montanez CFP®, ChFC®, CLU®
"Working with Josh and Caroline has been the best decisions I have made regarding our family finances. Since we’ve started working with Montanez Financial in 2020, we have seen nothing but acceleration towards our goals while overcoming challenges brought with the pandemic. I can confidently say that the growth we have seen is a direct result of the guidance we have received from the Montanez team and I look forward to continuing our long-term partnership. I am grateful for this company and highly recommend!"
"We’ve been fortunate enough to have worked with Montanez Financial / Josh for several years now. Josh’s first priority was to understand our goals and aspirations, and to help us understand what tools and financial resources exist to help us achieve them as efficiently as possible. Josh has done all of that, plus some! Josh has a knack for simplifying what seem like complex financial topics, and making them easy to digest. Josh is patient and easy to work with, and has a high sense of urgency—you won’t find yourself waiting on him for an answer when you need one. We’ve loved working with Montanez Financial and look forward to working with him for many years to come."
"We have been working with Josh and his team for several years now. Josh's approach was thoughtful and he took the time to explain his role and how he holds himself accountable for our own financial health and future. We have gone through a few major life changes since working with him and he's always been available to discuss and adjust the plan, even stepping outside is area of expertise to get us additional counsel and guidance. He truly listens to concerns and opinions regarding different investing paths and takes the time to tailor the plan to suit our unique needs."
"Josh has been my Financial Advisor for almost 10 years now. He has worked with me since the beginning to truly understand what I want in life and how I am most likely to financially achieve that. I have never felt pressured to purchase packages that were outside of my own financial goals. I have worked in the finance industry, and I can say with absolute certainty that advisors who truly care about their customers and want to do what is right by them versus milking them for as much money as possible are a minority that are few and far between. Josh is absolutely a part of that minority that truly cares about his clients. I will work with Josh for as long as Josh is on this career path, and I continue to send my friends and family his way for the same. I truly cannot recommend him enough for your financial success and safety."
"Planning and discussing your financial future isn't painful when working with the team at Montanez Financial! They take all the discomfort out of the process while providing excellent data-backed guidance and expert insights. Josh and Caroline are solution-orientated professionals with a strong focus on details and service. My wife and I thoroughly enjoy working with them and we feel more confident about our financial future than we ever have."
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