Timothy "Tim" Monty

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies, Group Benefits

    Languages: English

    Tim has been advising clients around Vermont and New England since 2004. His areas of expertise are fee based financial planning, retirement income planning, cash flow analysis, wealth management and protection solutions. Building relationships while utilizing the resources of the team it is his goal to deliver world class service and an excellent overall experience to each and every client. 

    Helping people gain clarity about their goals and making sure they are well positioned to attain them has been Tim’s focus since the beginning. As a financial planner his work is holistic and comprehensive when helping clients throughout the process stay engaged and get educated about how to make the right decisions for themselves and their families.

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    Colchester Satellite Office - Mountain View Drive

    Satellite Office

    302 Mountain View Drive, Suite 201
    Colchester, VT 05446