Henry Montag
CFP
Henry Montag is an Independent Certified Financial Planner in practice since 1976 with offices in Long Island and New York. He is a principle of The TOLI Center East, which provides independent fee-based performance evaluation for private trustees, family offices, their advisers and institutional trustees. The intent being to analyze the performance of a client’s existing privately owned and or trust-owned life Insurance portfolio, so as to protect, monitor and maximize current benefits and assets earmarked for the next generation.
