portrait of Mario E Montiel
FINANCIAL ADVISOR

Mario E Montiel

AAMS™
5605 Inland Shores Way North, Suite 104, Keizer, OR 97303opens in a new window
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Mountain Biking
  • Outdoor Enthusiast
  • Hunting

Team Members

  • Vanessa Shearer
    Associate Financial Advisor
  • Kelly Bornstedt
    Branch Office Administrator
  • Matt Atkins
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 393-8166

Fax

(888) 794-8878

Office Address

5605 Inland Shores Way North
Suite 104
Keizer, OR 97303opens in a new window

Mailing address

Po Box 20116
Keizer, OR 97307

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