Laurence Montello (CFP®, CLU, RFC)

Laurence Montello focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Montello Wealth Management specializes in financial planning and investment strategies designed to protect and grow your family assets.

 

 

NAPFA Start Date

July 22, 2011

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This Office

2401 Pga Blvd Ste 280 Palm Beach Gardens, FL 33410-3516 Phone: (561) 694-6660