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An Ameriprise Private Wealth Advisory Practice

 
 
Dwight Montgomery Ameriprise Financial Advisor

Dwight Montgomery

CFP®

Senior Financial Advisor

 

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(614) 310-0501

dwight.k.montgomery@ampf.com

 
 
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MONTGOMERY AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Locations

8008 N High St, Ste 150
Columbus, OH 43235-6440
Map (614) 310-0501

720 Steubenville Ave
Cambridge, OH 43725-2328
Map (740) 439-5323

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct business in MI, IA, KS, MD, AR, FL, PA, NM, AZ, WI, MO, NC, CA, KY, TX, WV, GA, SC, AL, CO, MS, CT, UT, VA, IN, IL, NY, NJ, WA.

CA Insurance #0F69684

AR Insurance #722076

Plan ahead for college

An education is expensive, but by planning ahead you may have an easier time saving for college. There may be ways to help achieve this financial goal while reducing your taxes. Contact me to learn how we can help you choose a strategy that works for you.

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  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2010 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.