Darrell Montgomery Email & Phone Number

The Quantify Group is a wealth consulting firm that works primarily with entrepreneurs. Our goal is to help grow your business through a combination of accounting, tax and financial planning services. Naturally the wealth from the business transfers to the business owner so we help grow and protect that on a personal level as well. There are three things that separate us from traditional financial services firms:1. Looking at your entire financial pictureTypically the professionals you work with are only looking at one piece of the puzzle - whether that be the accounting for your business, your personal taxes or your financial plan. We truly believe all of these puzzle pieces are intertwined which is why we handle everything under one roof. Our goal is to put together your own personalized financial puzzle.2. We embrace technologyTechnology has been and will continue to be critical to any company that wants to succeed. We truly embrace technology and pride ourselves on "staying ahead of the curve". Almost all the software we use is in the cloud and we are a completely paperless company. This allows us to be more efficient than our competitors and we are able to pass along these savings to you.3. We make finances simple for our clients to understandOur clients are in business to do whatever they are skilled at. We are here to support them financially. As part of that support, we simplify all of the complexities and guide our clients with easy to follow and actionable advice. Our clients don't want to hear all the fancy terminology we use internally. They want to know what to do next and that is what we tell them.Let's chat sometime:dmontgomery@thequantifygroup.com | 610-509-4711 (cell)

Listed skills include Investments, Insurance, Financial Markets, Investment Strategies, and 11 others.

• 

  Managing Partner

  The Quantify Group

  Jun 2016 - Present

• 

  Western State Colorado University

  Business