| About MAS |
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| 9 Lowell Street, Beverly, Massachusetts, 0915-3652 - Phone 978.922.9961 - Fax 978.922-9961 Conflict Free Financial Planning, Investment Counseling & Financial Education |
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About Montserrat Advisory Services, LLC
Montserrat Advisory Services, LLC (MAS) is an independent fee-only financial planning and investment advisory firm located in Beverly
Massachusetts serving clients nationally.
MAS was formed with the commitment to bring conflict free advice to both high net worth investors as well as those who cannot afford
ongoing investment counseling services and would normally be forced to face the conflict of interest which exists when working with a
commission based advisor. We are not owned by nor are our services distributed by a larger firm. Our only source of compensation comes
from the fees paid by our clients. We do not sell financial products nor receive commissions from products we recommend clients purchase
from third parties. This compensation arrangement aligns our incentives with the interests of our clients and eliminates most of the conflicts
of interest that exist when working with an advisor. The client’s interests are protected.
About Thomas J. Costantini, CFP® Duty to Clients Method of Operation
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| 9 Lowell Street, Beverly, Massachusetts, 01915-3652 - Phone 978.922.9961 - Fax 978.922.9961 Conflict Free Financial Planning, Investment Counseling & Financial Education Adam Smith David Ricardo |
| Copyright © 2009 Thomas J. Costantini, Monserrat Advisory Services, LLC, All Rights Reserved. |