Blake Montgomery
Financial Advisor at Valeo Financial Advisors Llc
Based in Carmel, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Carmel
Industry
Financial Services
Company size
211
Contact information
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b•••••••@valeofinancial.com
Phone
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Background
About Blake Montgomery
Valeo Financial Advisors is a fee-only, comprehensive financial planning firm founded locally in 2002. Headquartered in Carmel, Indiana, the firm focuses on a family's entire financial picture, including net worth monitoring, cash flow, taxes, business owner optimization, public and private investment management, risk management, and estate planning. With the firm's mandate on a limited number of clients, we strive to provide peace of mind that can only come from knowing all aspects of your financial life are working well together.
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