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Claudine Schrock

Senior Financial Advisor at Montis Financial

  • LinkedIn

I work directly with families and individuals to help them realize their version of financial success. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a graduate of Elon University. I am p...

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MONTIS FINANCIAL

MONTIS FINANCIAL

  • description Description
    Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals an...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Frequently Asked Questions Regarding Claudine Schrock

Answer: Claudine Schrock works for Montis Financial as Senior Financial Advisor

Answer: Claudine Schrock’s role in Montis Financial is Senior Financial Advisor

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Answer: Claudine Schrock is the current Senior Financial Advisor at Montis Financial.... Read More

Answer: Claudine Schrock works Montis Financial located at 230 3rd Ave, Waltham, Massachusetts, 02451, United States

Answer: Montis Financial's Senior Financial Advisor is Claudine Schrock

Answer: Claudine Schrock contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@montisfinancial.com

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