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Montgomery Financial Services opens office in Lewes

August 30, 2019

Montgomery Financial Services recently opened a new office at 17298 Coastal Highway in Lewes.

The office is now home to two local advisors, Jeffrey Montgomery and Nicholas Craven. Both have solid foundations in the community, having lived on the Eastern Shore for over 20 years.

As fiduciaries and registered investment adviser representatives of Montgomery Financial Services, both Montgomery and Craven provide a holistic planning approach for their clients. This includes retirement income planning, proactive tax planning, portfolio management, long-term care strategies, insurance solutions, and ongoing financial coaching and education. They are committed to working with individuals who are interested in securing their financial futures through personal, one-on-one consultations and workshops they conduct throughout the region.

“About half of our current client base resides in Sussex County, and it has been a long-standing goal of ours to have a satellite office in the area. We are proud to announce the official opening of the Lewes office in order to better serve Delaware residents,” said Montgomery.

For more information, go to www.mfswealth.com.

 

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