Monty & Monty Financial Services

346 Shelburne Road Suite G2
Burlington, VT
Monty and Monty Financial Services, a division of MetLife, caters to senior financial planning

Print

Our team at Monty & Monty Financial Services delivers world class service based on solid business ethics and family values to each and every client.  We are committed to complete confidentiality of information, continuously enhancing our knowledge and skills through ongoing professional development, presenting accurately and fully all information essential to making an informed decision, and recommending only those products and services which are suitable to our clients needs.

 

The procedure:

•  Assess present needs and future goals through financial needs analysis

•  Design and propose strategies to fulfill goals

•  Suggest products for implementing desired changes

•  Establish a strategy for regular evaluation using Client Service Policy

 

Please contact us if you would like more information on a particular MetLife product or service.

We look forward to hearing from you.