Financial Advisor

If you want a financial advisor in Santa Rosa who can guide you through your future, consider working with Montgomery Taylor, a Certified Financial Consultant that will serve as your friendly, personable, and knowledgeable Tax Wise Advisor.

So often, people need help with their money, and that is where Monty Taylor, your Tax Wise Advisor, can help. Monty is a long-time financial advisor who is a Certified Financial Consultant who has an expert team that can discuss all forms of money options, including:

  • Stocks
  • Bonds
  • Mutual funds
  • 401Ks
  • College savings funds
  • Real estate investment trusts
  • Real estate limited partnerships
  • Oil and gas limited partnerships
  • Hard-assets (i.e., diamonds)
  • Annuities
  • Life insurance
  • Disability insurance
  • Tax advice

The team behind Montgomery Taylor & Company is a group of financial advisors who will meet with you, discuss your goals for your future, discuss your retirement goals, and learn which financial strategies will work best for you. Our team of Certified Financial Consultants never use pressure to sell you investment programs, nor do we take a cookie-cutter approach to your situation. Instead, our financial advisors work closely with you to make sure your future is protected and stays on track for a successful outcome.

Our financial planners have earned a reputation for service, integrity, stability, reliability and proven results, and we plan to maintain that for many years to come. If we can ever be of service to you, it would be our pleasure to assist you in any way possible. Contact our Tax Wise Advisor, Montgomery Taylor & Company when you need solid advice and expertise from Certified Financial Consultants. You are always welcome to call with questions at 707-576-8700.