Janet J. Montgomery,  CFP<sup>&reg;</sup> - Financial Advisor

Janet J. Montgomery, CFP®

PO Box 1115
Brookshire, TX 77423

4405 Front St
Brookshire, TX 77423
FINANCIAL ADVISOR'S WEBSITE
(281) 375-2040 CONNECT WITH Janet
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General

Janet Montgomery is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Brookshire, TX and the surrounding communities.

Financial Advisor Overview

Janet brings a unique perspective to the wealth-management process: She’s a second-generation financial planner who also has personal experience in the process of starting, growing and then later selling a small business. She focuses on comprehensive financial planning and has particular expertise in helping clients with business, retirement and estate planning, as well as the gifting of assets. Janet truly enjoys getting to know her clients and their unique family dynamics, hopes and dreams; that knowledge helps her work with each client to create a customized wealth-management plan that’s tailored to their unique needs.

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Financial Advisor Experience

A CFP® professional and a Certified Wealth Strategist® professional, Janet studied through the College of Financial Planning in Denver, Colorado. She holds Series 7, 99 and 66 securities licenses and is a licensed life and health insurance agent as well as a Registered Representative with First Allied Securities, Inc. and an Investment Advisory Representative with First Allied Advisory Services, Inc.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CWS

Insurance Licenses

  • Life insurance: TX, GA,

Broker-Dealer Disclaimer

Janet is a Registered Representative offering Securities through First Allied Securities, Inc., a Registered Broker Dealer Member FINRA/SIPC and a Investment Advisor Representative offering services through First Allied Advisory Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Succession Planning

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Helpful Financial Planning Resources