Headquartered in Jacksonville, Florida, Montoya & Associates has a long history in the financial services, insurance, and employee benefits industries.
Since 1989, when Will Montoya started Montoya Financial Strategies, we have evolved and grown by adding top talent and taking on a greater range of enterprise clients. Will Montoya, Trevor Harkness, and Chriss Spires lead our company today, and the three have almost 100 years of combined experience between them. Aside from experience, part of what sets us apart is our corporate culture – we find the best people to grow with us, as a team!
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