Henry Montag Associates

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Founded by Henry Montag and Ronald Roel, Financial Forums, Inc. offers seminars, workshops and conferences for both professional and consumer audiences, designed to address multigenerational financial issues that affect every family, especially as people age.The key areas include the management of interpersonal family issues involved in elder care, along with financial and legal tools to support the resolution of these issues.We integrate financial literacy with family needs so these issues can be addressed strategically and holistically--before they become a crisis. Financial uncertainties add more pressure to the emotional anxiety, stress and turmoil of family dynamics, so offering people options or strategies to think about these issues helps them through the challenge.We also offer consulting services for individual families, helping people create "The Family Meeting" as an means of developing a collaborative approach to financial intergenerational planning.

Hours

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Extra Phones

Office Number: 516-394-2595

Location

Located 2 minutes from the meadow brook expressway

Neighborhood

East Garden City

Categories

Financial Services, Credit & Debt Counseling, Credit Repair Service, Estate Planning, Probate, & Living Trusts, Investments