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Infinitas Coordinated Wealth Counsel / Grant Montgomery

In category Money & Finance

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Address
10801 Mastin Blvd
Suite 370
Overland Park, KS 66210
USA
Phone
913-563-7300
Website
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Contact name
Grant Montgomery
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About Infinitas Coordinated Wealth Counsel / Grant Montgomery - Overland Park, KS

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WHAT I DO: I help executives, professionals, business owners, military service members, and military veterans achieve their financial goals by providing financial planning advice that is personalized, comprehensive, and fee-based. Your personal chief financial officer.

WHY IT MATTERS: As a successful executive, professional, entrepreneur, or military service member, you want a client-focused advocate providing you with professional financial advice in order to make sound financial decisions and allow you to concentrate on your family and career goals.

I am a 20 year United States Army Veteran where I served as an Officer in the Field Artillery branch. I planned a broad array of missions in training and while deployed. I continue to serve others by assisting them plan and achieve their personal, professional, and family goals through financial planning.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Infinitas Coordinated Wealth Counsel, 10801 Mastin Boulevard, Suite 370, Overland Park, Kansas, 66210, 913-563-7300. This communication is strictly intended for individuals residing in the states of Kansas, Missouri, and Tennessee. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html