Katie Montagazzi

Director of Marketing and Communication, Wealth Manager at Confluence Financial Partners - Pittsburgh, PA, US

Katie Montagazzi's Contact Details
HQ
412-391-0377
Location
Pittsburgh, Pennsylvania, United States
Company
Confluence Financial Partners
Katie Montagazzi's Company Details
Confluence Financial Partners logo, Confluence Financial Partners contact details

Confluence Financial Partners

Pittsburgh, PA, US • 50 - 99 Employees
Financial Services

The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives.

Investment Management Retirement Planning Estate & Charitable Planning Estate & Charitable Planning Estate & Charitable Planning
Details about Confluence Financial Partners
Frequently Asked Questions about Katie Montagazzi
Katie Montagazzi currently works for Confluence Financial Partners.
Katie Montagazzi's role at Confluence Financial Partners is Director of Marketing and Communication, Wealth Manager.
Katie Montagazzi's email address is ***@confluencefp.com. To view Katie Montagazzi's full email address, please signup to ConnectPlex.
Katie Montagazzi works in the Financial Services industry.
Katie Montagazzi's colleagues at Confluence Financial Partners are Alexis Vittone, Mario Haifa, Ryan Kennedy, Greg Weimer, Nick Proud, Sophia Hudson, Richard Selker and others.
Katie Montagazzi's phone number is 412-391-0377
See more information about Katie Montagazzi