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5:30 pm

October 17, 2023 @ 5:30 pm - 6:30 pm

Taxes, Social Security & Investments

Ocean View Town Hall 32 West Avenue, Ocean View

WE WILL DISCUSS: When your benefits may begin and how the age at which you apply will affect the amount you receive How to maximize Social Security benefits and how…

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Phone: 410.208.1004 |302.450.1967
Toll free: 888.343.5485
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Montgomery Financial Services, LLC ( Montgomery Financial) BBB Business Review

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Montgomery Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment Advisory services are offered by Montgomery Financial Services, LLC, dba Montgomery Financial, an SEC Registered Investment Advisory firm. Insurance products and services are offered through MFS Wealth LLC, Montgomery Financial Services LLC and MFS Wealth LLC are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Maryland/Delaware or where otherwise legally permitted. This site has links to other websites as a convenience to our customers. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy policy of that new site. When you follow a link to one of these sites neither Montgomery Financial, nor any agency, officer or employee of the Montgomery Financial warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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