Skip Navigation
MassMutual financial professional.

Martin Montanaemail

  • Professional Story

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    Knowledge is the key to a successful financial future.

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

    Education

    University of Virginia (1997-2001)

  • Languages:
    • English

  • Credentials:
    • CRPC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Planning ®


Check the background of this investment professional on FINRA's BrokerCheck

See Martin’s Licenses and Disclosures

Connect with Martin

*Fields are required

First Name is Required
Last Name is Required
Email is Required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.