Robert Montgomery

Robert Montgomery Email and Phone Number

Licensed Financial Professional/Medicare Insurance Agent with Universal Wealth. I help people maximize their retirement income. @ Universal Wealth
Robert Montgomery's Location
Phoenix, Arizona, United States, United States
Robert Montgomery's Contact Details
About Robert Montgomery

Schedule your FREE retirement strategy session @ robertlmontgomery.elite@gmail.com Our Agency is called Vantage Financial Alliance. I work in (4) specific areas to help families protect their assets: The first is Medicare. Medicare is a wildly confusing topic for almost everyone! All year long we help people understand how the pieces fit together and what their options are.As an Asset Protector the area we SPECIALIZE in is protecting retirement money. We show our clients options that will let them take advantage of the gains when the market goes up, protect them from loss when the market is down, and guarantee them lifetime income from that money. The income continues as long as our client lives, even after the money has been depleted. This is very much a topic of safety for us. We provide contractual guarantees and safety for our clients and their money.The third area is Long-Term Care. The government says 70% of us will need some form of long-term care. Medicare does not cover long-term care. There have been many changes during the last few years to help cover the high cost of long-term care and we help our client explore their options.The last area is Life Insurance. Sometimes we're helping people create and leave a legacy, more often we're simply helping cover final expense.

Robert Montgomery's Current Company Details
Universal Wealth

Universal Wealth

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Licensed Financial Professional/Medicare Insurance Agent with Universal Wealth. I help people maximize their retirement income.
Robert Montgomery Work Experience Details
  • Universal Wealth
    Licensed Financial Professional
    Universal Wealth Jul 2024 - Present
  • Wfg - World Financial Group
    Associate
    Wfg - World Financial Group Oct 2017 - Present
    United States
  • Wfg - World Financial Group
    Independent Agent
    Wfg - World Financial Group Oct 2017 - Oct 2024
    United States
  • Legalshield
    Independent Associate/ Small Business And Group Benefits Specialist
    Legalshield May 2005 - Nov 2018
    We offer a porfolio of Identity Theft and Legal Services-protecting families, Small Businesses, and commercial drivers legal rights and indentities.I specialize in the Small Business and Employee Benefits division, helping Small Business Owners protect and grow their business as well as offering their employees a voluntary employee benefit at no out of pocket cost to the employer.
  • Iron Mountain Records Management
    Records Center Coordinator
    Iron Mountain Records Management 1996 - 2004

Robert Montgomery Skills

Small Business Leadership Team Building Entrepreneurship Employee Benefits Personal Development Legal Assistance Customer Service Sales Investments Public Speaking Training Identity Theft Shield Coaching Insurance Social Networking Business Marketing Contract Negotiation Fundraising Leadership Development Online Marketing Social Media Marketing Strategic Planning Business Networking Event Planning Negotiation New Business Development Nonprofits Start Ups

Robert Montgomery Education Details

  • Star Spencer High School
    Star Spencer High School
    Math, Science, English, Physical Education

Frequently Asked Questions about Robert Montgomery

What company does Robert Montgomery work for?

Robert Montgomery works for Universal Wealth

What is Robert Montgomery's role at the current company?

Robert Montgomery's current role is Licensed Financial Professional/Medicare Insurance Agent with Universal Wealth. I help people maximize their retirement income..

What is Robert Montgomery's email address?

Robert Montgomery's email address is ro****@****att.net

What is Robert Montgomery's direct phone number?

Robert Montgomery's direct phone number is +162320*****

What schools did Robert Montgomery attend?

Robert Montgomery attended Star Spencer High School.

What are some of Robert Montgomery's interests?

Robert Montgomery has interest in Sking, Cooking, Investing, Reading, Playing Cash Flow.

What skills is Robert Montgomery known for?

Robert Montgomery has skills like Small Business, Leadership, Team Building, Entrepreneurship, Employee Benefits, Personal Development, Legal Assistance, Customer Service, Sales, Investments, Public Speaking, Training.

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