Montini & Co Tax Advisory Group is a trusted financial planning firm dedicated to helping clients reduce or eliminate taxes in retirement. Their proven retirement income planning system allows clients to work on their terms and retire when ready. The firm prioritizes asset protection and minimizing stock market losses by diversifying investments among multiple portfolio managers, aiming for stable and consistent returns over time. The team offers educational videos on popular planning topics such as 401(k) rollovers, Roth IRA conversions, annuities, RMD rules, and asset consolidation, available on their website under “Webinars.” Their approach emphasizes clear communication, professionalism, and personalized service. Clients appreciate the down-to-earth and personable nature of the advisors, especially noting their responsiveness and willingness to explain complex financial concepts in simple terms. The advisors are known for their responsible handling of investments, providing peace of mind and trustworthy advice. They never pressure clients into unnecessary purchases and are always available to answer questions promptly. Since starting their partnership in 2014, clients have found the firm’s comprehensive advice and responsible execution invaluable. The staff also provides helpful tax guidance to maximize retirement savings, and their informative and engaging classes have been described as fun and educational. Overall, Montini & Co offers reliable, caring financial advice tailored to each client’s retirement goals and needs.
Referred to Marc from a family friend and haven't looked back since.
September 2024
Marc is fantastic, he helped us develop a financial road map to ensure we can retire without the financial stress that can come from not having a plan. He listened to us. Which was a refreshing change. He made our transition over very simple. We highly recommend Marc.
April 2024
Very professional and congenial. Accurate and timely.
