Services
Certified Financial Planner
- Item Number
- 126
- Estimated Value
- Priceless
- Sold
- 80 USD to hrlydvdsn
- Number of Bids
- 8 - Bid History
Item Description
In this financial climate - how can you pass up this auction item?
Henry Montag is glad to donate a financial planning session normally valued at $450 -$600.
Henry Montag is an independent Certified Financial Planner™. He’s been in practice since 1976 with offices in Long Island & New York. He has held insurance and securities licenses for over thirty two years.
He has lectured extensively on the subject of the proper utilization of Insurance and Investment products used to help protect and preserve assets, to organizations such as the New York State Bar Association, the New York State Society of CPAs, and various regional and local banks. In addition he has spoken to National Organizations such as the American Association of Individual Investors, the Whitehouse Conference on Aging and the American Society on Aging.
Over the years he has developed an understanding in the overall coordination of a client’s assets, their goals as well as the features and benefits currently available in the various financial products in the marketplace today.
In addition, Henry Montag has spoken before numerous community and civic organizations. He is an advisory Board Member of the Academy of Finance at Northport High School, and a Board Member of the Center for Intergenerational Policy at Dowling College. As a source for the media he has been quoted in The Wall Street Journal, Investors Business Daily, Newsday, Long Island Business News, The Moneypaper and Financial Planning Magazine. He has appeared as a guest on Fox News, News 12, as well as WPIX, WMCA and WABC Talk Radio.
Henry is a Registered Representative of HTK.
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