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portrait of Craig G Montgomery
FINANCIAL ADVISOR

Craig G Montgomery

ChFC®, AAMS™
1512 Brazos St, Whitney, TX 76692opens in a new window
Accepting New Clients
CallSend Me a Message

About Craig

As an Edward Jones financial advisor, I help my clients reach their personal financial goals. I believe in the importance of meeting face to face to build strong meaningful relationships. Having face-to-face meetings enables me to determine what is important to my clients as I build a plan specifically tailored to their needs. As a branch team, we utilize many planning tools to personalize financial strategies to fit our client's unique situations, whether their goals include planning for retirement, living in retirement, reducing taxes or preparing for the unexpected. We protect our client's assets by analyzing their current life insurance...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesApril 2003 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Thomas A Edison State CollegeBachelors

Personal Interests

  • Farming
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Volunteering

Team Members

  • Misti Callaway
    Registered Branch Associate
    AAMS™, FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(254) 694-6964

Fax

(866) 403-9757

Office Address

1512 Brazos St
Whitney, TX 76692opens in a new window

Mailing address

P O Box 1591
Whitney, TX 76692

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