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Kristi J Montague - Financial Advisor in Carthage, MO

Kristi J Montague

Financial Advisor

5.0
(1)
What a treat to serve and live in the same community I was born and raised! Additionally, my sons graduated from Mizzou and returned home with spectacular brides to live and work in agriculture-related fields here locally. This allows me to...... Show More
Location & Business Hours
Business Hours
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
Fri
8 AM to 5 PM
Overall Ratings
5.0
(1)
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Reviews from Web
  • 5.0
    google
    M
    Mike M
    Posted on June 7th, 2025 12:00 AM
    Kristi J Montague has received a review with 5 star rating from Mike Musick
  • 5.0
    google
    D
    Drew M
    Posted on May 11th, 2021 12:00 AM
    Kristi J Montague has received a review with 5 star rating from Drew Montague
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    About
    What a treat to serve and live in the same community I was born and raised! Additionally, my sons graduated from Mizzou and returned home with spectacular brides to live and work in agriculture-related fields here locally. This allows me to spend quality time with my five grandchildren – two girls and three boys. We enjoy family time, community events, the St. Louis Cardinals and all the grandkids' activities. In this fifteenth year with Edward Jones, I'm grateful every day for a firm that puts our clients' interests first. As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term financial goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if adjustments are needed. Throughout it all, we're dedicated to providing you top-notch client service.At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Contact us, so we can learn what's most important to you.
    Specialities
    Retirement Savings Strategies
    Portfolio Reviews
    Retirement Income Strategies
    Charitable Giving
    Wealth Strategies
    Intergenerational Planning
    Spending Time with Family
    Community Outreach
    View All
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Kristi J Montague
    What organization is Kristi J Montague associated with?
    Kristi J Montague is associated with Edward Jones.
    What is Kristi J Montague’s work email address?
    Kristi J Montague’s professional email address is k*************e@e**********.com. You can also email Kristi J Montague by clicking on the contact Kristi J Montague.
    Where is Kristi J Montague based out of?
    Kristi J Montague’s primary location is Carthage, MO.
    What is Kristi J Montague's phone number?
    Kristi J Montague's phone number is (417) 358-4432
    What is Kristi J Montague's title??
    Kristi J Montague is a Financial Advisor.