Montrose Park Advisors Email Format
Financial ServicesPennsylvania, United States2-10 Employees
Montrose Park Advisors is a financial services firm based in Radnor, Pennsylvania, at 150 North Radnor-chester Road, Suite F-200, Radnor, PA 19087. With a small team of two to ten employees, it provides comprehensive financial planning and asset management services to help clients set, monitor, and review financial goals. The firm is described as offering independent, impartial financial planning advice and aims to tailor recommendations to individual client needs without pressure. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.; Cambridge and Montrose Park Advisors are not affiliated. It is licensed to sell securities in Arizona, California, Delaware, Florida, Maryland, Minnesota, New York, Ohio, Pennsylvania, Washington, North Carolina, New Jersey, Oregon, and Virginia. The firm notes over 40 years of combined experience among its advisors and maintains a website at montroseparkadvisors.com.