Joani Gursky's Contact Details

Joani Gursky's Company Details

Montgomery Financial Services, LLC - Raymond James

Rockton, Illinois, United States • 5 Employees
Investment Management

After working as a Financial Advisor for 10 years, Ron Montgomery opened Montgomery Financial in 2010. To ensure strong back office support and top-notch client service, Montgomery Financial uses the extensive resources of Raymond James (www.raymondjames.com).Montgomery Financial is a process-driven Financial Services company, focusing on our clients & their needs. As our Mission Statement says, we strive to help individuals obtain & maintain financial freedom. Our goal is to develop clients for life, so we work with people through all stages of life in order to help them reach & sustain their financial goals. Since we are working with you every step of the way, we prefer to operate in a fee-based rather than transaction-based model. We feel this puts us on the same side of the table as our clients.If you are looking for a financial guide, who will work with you to help plan your financial future, please call Montgomery Financial at (815) 957-0561 or send us an email to ron.montgomery@raymondjames.com to set an appointment.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.Montgomery Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Financial advisors may only conduct business with residents of the states &/or jurisdictions for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the US are subject to securities & tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm