Montanari Financial Advisors Inc.
Montanari Financial Advisors Inc. (CRD# 133075) is a financial advisory firm headquartered in Norwell, MA. They manage $23,054,404 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$184,435
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mary Montanari (CRD# 4876073) is an Investment Advisor Representative working at Montanari Financial Advisors Inc. in Norwell, MA and has 1 year of experience in the finance industry. Mary Montanari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.