Monte Zilmer, Financial Advisor located in Queen Creek, AZ

Financial Advisor
Monte L Zilmer

CFP®, ChFC®, AAMS®, CKA®
18471 E Queen Creek Rd, Suite 105, Queen Creek, AZ 85142opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Spending Time with Family
  • Reading
  • Traveling
  • Hunting
  • Community Outreach

Team Members

  • Jennifer Thompson
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(480) 279-1215

Fax

(866) 559-4520

Office Address

18471 E Queen Creek Rd
Suite 105
Queen Creek, AZ 85142opens in a new window

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