Montini & Co Tax Advisory Group
Financial Advising
Hours:
11811 N Tatum Blvd UNIT 1090, Phoenix AZ 85028
Hours
Most Recent Comments
-
April 2023
I have been a client of Marc and his financial group for a number of years. I find that Marc is always watching the market and is quick to keep me informed about what to expect to happen and what direction to go. Montini and CO are good about returning calls and answering all questions that I have.
-
April 2023
Great financial planning and tax prep. We have been using Montini & Co since 2015 when they helped us get into a financial situation that is allowing us to have a comfortable retirement.
-
March 2023
Marc and his associates do an awesome job in completing my taxes. The rates charged are very reasonable. Marc always reaches out to me when I have specific questions. Marc has been doing my taxes for over four years. I hope to have him complete my taxes for the next twenty years!
More Comments(18)
From Montini & Co Tax Advisory Group
We're a financial planning firm with a passion for tax reduction or elimination in retirement. Our proven retirement income planning system empowers our clients to work on their terms and retire when they are ready.
Asset protection and reducing stock market losses is a top priority. Our fiduciary will reduce risk in layers by diversifying among multiple portfolio managers. We have found that we can generate a more stable and consistent return over time with this wealth management strategy.
We provide short educational videos on some of the most popular planning topics. This includes 401(k) rollovers, Roth IRA conversions, annuities, how to retire, RMD rules, and consolidating assets. Find these videos on our website under “Webinars”.
You May Also Like
-
Phoenix, Arizona
