Montgomery Financial Revenue

Financial Services • Ocean City, Maryland, United States • 11-20 Employees

Montgomery Financial revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contacts at Montgomery Financial

Tammy Patrick

Marketing Director

Jeff Montgomery

Owner

Kristen Ruggiere

Director Of Client Relations

Tammy Patrick

Marketing Director

Company overview

Headquarters	11718 Ocean Gateway, Ocean City, Maryland 21842, US
Phone number	+13024501967
Websites	montgomeryfinancialservices.com mfswealth.com
NAICS	52
SIC	628
Keywords	Financial Education, Financial Coaching, Retirement Planning, Registered Investment Advisory Firm, Licensed Fiduciary
Founded	2008
Employees	11-20
Socials

Montgomery Financial Email Formats

Montgomery Financial uses 1 email format. The most common is {first name} (e.g., john@mfswealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@mfswealth.com	100%

About Montgomery Financial

An Independent, Fiduciary, Registered Investment Advisory firm that specializes in building long-term financial plans with an emphasis on efficient investment management, proactive tax planning, and long-term income planning. Our mission is to better lives for our clients by helping them identify what’s important to them. We focus on long-term outcomes, meaningful relationships, and genuine connections with our clients. By creating a plan that aligns with their goals & values and emphasizing coaching & education, our clients are empowered to live their best life in retirement. Investment advisory services offered through Montgomery Financial Services LLC a Registered Investment Advisor in the state of MD, DE, FL, and PA. Insurance products and services are offered through MFS Wealth LLC independent agent.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

Montgomery Financial has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore Montgomery Financial's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2013-05-17	18	N/A

Funding Insights

Number of funding rounds

Montgomery Financial Tech Stack

Discover the technologies and tools that power Montgomery Financial's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

reCAPTCHA

Security

Gravity Forms

Form builders

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Montgomery Financial is located in Ocean City, Maryland, US.

You can reach Montgomery Financial at +13024501967.

Montgomery Financial generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

Montgomery Financial has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Montgomery Financial was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Montgomery Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Montgomery Financial

Tammy Patrick

Marketing Director

Jeff Montgomery

Owner

Kristen Ruggiere

Director Of Client Relations

Tammy Patrick

Marketing Director

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