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Mark Montaquila, Financial Advisor

FINANCIAL ADVISOR
Mark A Montaquila

80 Erdman Way Suite 202, Leominster, MA 01453opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies

About Mark

Retiring from a 20-year career in the Mass Department of Correction in 2011, I was very happy to be introduced to Edward Jones. However, immediately after the DOC, I spent three years as an audio-video sales and design specialist, three years working in several roles in an enterprise software company in Boston and about a year working in franchise development for a local real estate company.

I chose Edward Jones because of what a financial advisor did for someone in my family after an unexpected death. When my father-in-law passed away suddenly in 2003, our family was devastated. Even worse,...

Work History

  • Edward JonesSeptember 2018 to Current

Team Members

  • Jenn Cate
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(978) 751-9000

Fax

(877) 379-0398

Office Address

80 Erdman Way Suite 202
Leominster, MA 01453opens in a new window

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