Professional Partnership

Montalbo Financial Services utilizes Woodbury Financial Services, Inc. [WFS],as its broker-dealer.  WFS is a national, independent broker-dealer and member of the Advisor Group, who provide back office, technology and operational support. This gives us access to thousands of diverse financial strategies, backed by the stability and financial strength of one of the largest financial networks of independent broker-dealers in the country.

As independent financial advisors with WFS , we are not obligated to sell certain products or services of any particular company, which allows us to act in the best interest of the client