The Montana Group, Inc. is a Registered Investment Adviser (RIA) firm based in New York. The company provides comprehensive financial planning and wealth management services to individuals, families, and businesses. Their stated mission is to offer personalized, objective advice to help clients achieve their financial goals through services that include investment management, retirement planning, estate planning, and insurance solutions. They emphasize a client-first approach, acting as fiduciaries to ensure their recommendations are in the best interests of their clients.

Founded in

United States