Work with MountainOne Investments and discover the local personal service you’ve come to trust coupled with the resources and backing of a nationally recognized firm.
You get peace of mind knowing our independent advisors are motivated to find the right solution to meet your needs. It’s as simple as that.
We specialize in helping to weave your distinct goals, ambitions, and dreams for the future into a cohesive vision. And with no pressure to promote a particular product or answer to a parent company’s sales quotas, we’re free to provide you with sound advice and to deliver practical solutions that are tailored for your near- and long-term financial success.
What do you dream? Where do you want to go?
Wherever you are in life, our primary focus is to help you create a plan that reflects your values and way of thinking, suits your current circumstances, grows to fit your changing needs, and is flexible enough to accommodate the unexpected along the way. Our integrated solutions include:
- Investment management
- Insurance planning
- Retirement planning
- Charitable giving strategies
- Estate planning
Let’s make a plan.
We stick to a comprehensive planning process that begins with an across-the-board analysis of where you are and where you want to go. We continue by creating a financial plan, implementing it, and then continuously monitoring it to make sure you stay on track with your goals. It’s a highly personalized, consultative approach to developing a personal strategy that works for you. Taking into account your dreams, time horizon, and risk tolerance to help you reach your financial objectives: that’s what we do at MountainOne Investments.
A sound plan. The right solutions. And, of course, you.
Of course, making the right plan and choosing the best financial solutions are both keys to success, but so are you. That’s why every aspect of our business model and approach is tailored around you. We respect your ideas, respond promptly to your questions, and are accountable only to you. Your goals, expectations, and risk tolerance drive every recommendation we make.
This commitment we make to every one of our relationships is why our clients trust us to guide their financial lives and recommend us to their families and friends to do the same for them.
Did we mention that we work for you, and you alone?
And speaking of you, our status as independent financial advisors means you can be assured that our interests are aligned with yours. That’s why we partnered with Commonwealth Financial Network®—an independent broker/dealer with over a 30-year history and a client-centric service model that mirrors our own. We have access to the vast array of investment choices and product strategies the industry has to offer. We are free to manage your financial well-being, without restrictions or the demands and product limitations of a large corporate firm. Instead, we focus on what benefits you most.
Insurance and Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.
The financial advisors of MountainOne Investments offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or MountainOne Investments. MountainOne Bank is not a registered broker-dealer or Registered Investment Adviser. MountainOne Bank and MountainOne Insurance are not affiliated with Commonwealth. MountainOne Investments’ main office is located at 85 Main Street, Suite 100, North Adams, MA 01247. (413) 664-4025
This communication is strictly intended for individuals residing in the states of
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, UT, TX, VA, VT, WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.