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Home > Financial Planner Directory > Texas > Austin > Gary Montgomery, CFP®

Gary Montgomery, CFP®

Planner List SAVED PLANNERS (0)

Wealth Security LLC

100 Congress Ave

Suite 2000

Austin, TX 78701

Phone: (877) 256-1681

Fax: (877) 276-5696

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties

401(k)/403(b)/IRAs
Charitable & Planned Giving
Career Change
Asset Allocation
Disaster Recovery
Estate Planning
Investment Management
Limited Partnerships
Government & Military
Getting Divorced
Mutual Funds
Getting Married
Real Estate
Job Loss
Retirement
Stocks & Bonds
Tangible Assets
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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