Our newest affinity marketing program will help you "map out" your financial future. It is another value-added service to help provide security and peace of mind for our members. AAA East Penn and Montauk Financial Group has formed a strategic alliance to provide customized financial solutions for our members.

Montauk Financial Group is a diversified financial services firm, which provides a broad range of investments for both individuals and institutions though First Montauk Securities Corp. (FMSC), a national broker-dealer, investment advisor, and NASD/SIPC member. Montauk Financial Group services approximately 50,000 retail and institutional customers through a nationwide network of over 400 financial professionals.

Montauk Financial advisors are trained in the latest techniques and methodologies of asset allocations, portfolio optimization, quality of plan distributions and estate planning. This knowledge will be shared with our members through an educational and consultative approach. Both group seminars and one-on-one meetings will be available. Members will have the opportunity to share their personal goals, tax situations and investment strategies with a financial professional. Through private consultation, a personalized financial plan may be tailored to each individual.

AAA East Penn is very pleased to provide these new and beneficial services to our valued members. Our goal is to serve you. And as our mission statement says, "…to consistently exceed our members’ expectations".

Contact us for a free, no-obligation quote.

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