Welcome
Are you keeping pace? Each financial services product you own should be meeting your current financial goals and risk tolerance.
We focus on helping you develop your financial strategies, whether you are an individual or small business, whether you are a professional, business owner, manager, or employee. Our goal is to help you discern your goals, implement strategies to reach those goals, and provide ongoing service and advice as your needs and goals change.
We have specialists in group benefits, company retirement plans, and financial services to help meet your expectations and fulfill your needs.
We work with you to provide customized solutions so that you may live your life the way you desire.
John E. de Montel is licensed in Texas to offer insurance products and life insurance (including variable life), annuities (including variable annuities), securities and investment advice. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: John E. de Montel may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state`s registration requirements. Follow-up, individualized responses to consumers in a particular state by John E. de Montel that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution (s)he represents, contact your state securities law administrator.