VETTED
David Montemurro
CLU®, ChFC®
Tel: 267-477-2040 2700 Kelly Road, Suite 100D Warrington, PA 18976
About David Montemurro
I enjoy helping my clients with their investments, insurance and all the planning that goes with it.
About PrudentialI'm Most Proud Of:Hearing from clients about how our team helped improve their life. There's nothing better!
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
See DisclosuresWe are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Preferred meeting methods
I provide a free initial consultation:
Yes
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
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