Montague De Rose & Associates LLC - Westlake Village, California

Montague De Rose & Associates LLC: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Montague De Rose & Associates LLC presents a dedicated service focused on building secure financial futures. Located at 30700 Russell Ranch Rd #250, Westlake Village, CA 91362, United States, this firm offers personalized strategies tailored to meet diverse financial goals. Their commitment extends beyond simple investment management; they prioritize a holistic approach to wealth management, encompassing retirement planning, estate planning, tax optimization, and risk management. The firm’s address provides convenient access for clients in the Westlake Village area and beyond, and their telephone number, 8054962211, facilitates direct communication for inquiries and scheduling appointments.

Specialties: Montague De Rose & Associates LLC’s primary specialty resides in providing comprehensive financial planning services. They don't merely offer investment advice; they construct detailed, individualized plans designed to address specific client needs and aspirations. This includes:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as income projections, investment timelines, and potential healthcare costs.
• Investment Management: Implementing investment portfolios aligned with client risk tolerance and financial objectives, utilizing a range of investment vehicles.
• Estate Planning: Collaborating with legal professionals to create estate plans that minimize taxes and ensure assets are distributed according to clients' wishes.
• Tax Optimization: Identifying strategies to minimize tax liabilities, maximizing after-tax investment returns.
• Risk Management: Assessing and mitigating various financial risks, including market volatility, inflation, and longevity risk.

Accessibility and Amenities: Recognizing the importance of inclusivity, Montague De Rose & Associates LLC has taken steps to ensure accessibility for all clients. The firm offers a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to accommodating individuals with mobility challenges. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure sufficient time for a thorough consultation and plan development. This proactive approach ensures clients receive the focused attention they deserve.

Current Status and Feedback: Currently, Montague De Rose & Associates LLC has 0 reviews on Google My Business, indicating a relatively new or less-established presence in the online review space. Consequently, the average opinion is 0/5. While this lack of established reviews can be a consideration, it also presents an opportunity for the firm to build a strong reputation through exceptional service and client satisfaction. The absence of readily available client testimonials underscores the importance of seeking referrals and exploring alternative sources of information to gauge the firm's quality of service.

Website Information: For more detailed information about Montague De Rose & Associates LLC, including their services, team members, and investment philosophy, visitors can explore their website at montaguederose.com. The website provides a valuable resource for prospective clients seeking to learn more about the firm’s approach to financial planning. It’s important to note that the “nofollow” attribute on the link suggests that clicking the link does not automatically pass search engine ranking signals to the website.

Key Considerations for Prospective Clients: When considering Montague De Rose & Associates LLC, potential clients should carefully evaluate their own financial circumstances and goals. The firm’s focus on personalized planning suggests a client-centric approach, but it’s essential to understand the firm’s investment strategies and fee structure. Given the lack of current reviews, conducting independent research and speaking with current or former clients (if possible) is highly recommended. The firm's commitment to accessibility is a positive attribute, particularly for clients with mobility limitations. The location in Westlake Village provides convenient access for residents in Southern California. A proactive approach to scheduling appointments is a sign of their dedication to client service. Ultimately, selecting a financial planner requires a thorough assessment of their expertise, experience, and alignment with one’s own values and objectives.

Contact Information Summary

Here’s a summary of the key contact details:

Overall Recommendation: Montague De Rose & Associates LLC presents a potential option for individuals seeking comprehensive financial planning services. While the lack of online reviews warrants a cautious approach, their commitment to accessibility and personalized planning is noteworthy. Further due diligence, including direct communication with the firm and exploration of alternative sources of information, is strongly advised before making a decision.

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