Our Firm

Welcome to The Boland-Montesano Financial Group!

At The Boland-Montesano Financial Group, we believe that a plan is a powerful tool.  Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.  Planning your future can be a daunting task.  That's where we come in.  We are trained, registered professionals, and we can draw on years of investment planning experience when creating a long-term strategy.  With the addition of Wells Fargo Advisors investment planning tool called Envision®, we can help you answer the questions you may have about your financial future such as:

*Will I be able to retire early?

*How much money will I need in order to retire?

*How can I get the most out of my 401k?

*How can I position my investments for higher potential returns while reducing risks?

*How can I 'inflation-proof' my investment income?

*Have I adequately protected my family with the right kinds of insurance?

*How can I ensure that my family will receive as much as possible from my estate?

*What do I need to know about wills, trusts and probate?

Every client relationship is unique.  We will spend a great amount of time with you to learn your personal financial objectives and concerns before we offer solutions.  We will take the time to educate you on how your world interacts with the financial world and its markets.   After plan agreement and implementation, we will monitor and review your plan over time to offer adjustments as you make your way through your financial life. 

It is the goal of the Boland-Montesano Financial Group to become your family's primary financial advisor.  If we do our jobs well, children will be educated, retirement will be more comfortable and greater wealth will be passed on to future generations.

https://www.boland-montesano.wfadv.com