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Henry Montag, is an Independent Certified Financial Planner as well as a CLTC. He’s been in practice since 1976 with offices on Long Island, New York. He is a contributing writer for The Moneypaper, a national financial publication and has held insurance and securities licenses for over thirty years.

He has lectured extensively on the subject of the proper utilization of Insurance and Investment products

used to protect and preserve assets, to organizations such as the New York State Bar Association, the New York State Society of CPA’s, and various regional and local banks. In addition he has spoken to National

Organizations such as the American Association of Individual Investors, the Whitehouse Conference on Aging and the American Society on Aging.

Over the years he has developed an expertise in the overall coordination of a client’s assets, their goals as well as the features and benefits currently available in the various financial products in the marketplace today.

In addition, Henry Montag has spoken before numerous community and civic organizations and acts as resource for various publications, radio and cable television programs. He is a contributing writer for The Moneypaper, a national financial publication, been my sourced by Investors business Daily, Long Island Business News,  Newsday, Wall St Journal, The  Moneypaper,Investment News, and Senior Lifestyles.

Contact Henry at hmontag1@aol.com
www.henrymontag.com

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About the Author: Henry Montag is an Independent Certified Financial Planner as well as a CLTC. He’s been in practice since 1976 with offices on Long Island, New York. He is a contributing writer for The Moneypaper, a national financial publication, been my sourced by Investors business Daily, Long Island Business News, Newsday, Wall St Journal, The Moneypaper,Investment News, Senior Lifestyles and has held insurance and securities licenses for over thirty years.

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