Mario Montiel, Financial Advisor located in Keizer, OR

Financial Advisor
Mario E Montiel

ChFC®, AAMS®
5605 Inland Shores Way North, Suite 104, Keizer, OR 97303opens in a new window
Referrals Only
Serving clients with $1,000,000
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Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Mountain Biking
  • Outdoor Enthusiast
  • Hunting

Team Members

  • Kelly Bornstedt
    Branch Office Administrator
  • Matt Atkins
    Registered Branch Associate
  • Savannah Hawkins-Montiel
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 393-8166

Fax

(888) 794-8878

Office Address

5605 Inland Shores Way North
Suite 104
Keizer, OR 97303opens in a new window

Mailing address

Po Box 20116
Keizer, OR 97307

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