Our Mission
Financial Planning & Education to help you take control of your money—and live life on your own terms.
Initial Financial Review
Obtain a clear picture of your current financial situation
Planning for the Self-Employed
Build financial security while you build your business
Comprehensive Financial Planning
All of your goals in one integrated plan
Covid-19 Update: We are using a combination of conference calls and Zoom meetings to conduct client consultations at this time. We look forward to resuming in-person meetings when public health officials announce that it is safe to do so.
Monterey Associates LLC is a New York-based Registered Investment Advisor. The firm and its principal are required to act under the fiduciary standard in all client interactions. The most recent copy of the firm’s Form ADV Part 2 is available upon request.