Lisa J Montano, CPA, PA

Lisa J Montano, CPA, PALisa J Montano, CPA, PALisa J Montano, CPA, PA
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    • Home
    • Client Tools
    • About Lisa
    • AppointmentS
    • Services
      • Accounting
      • Financial Advisory
      • Audit Assurance
    • Blog
    • Clients
    • Reviews
    • FAQ

Lisa J Montano, CPA, PA

Lisa J Montano, CPA, PALisa J Montano, CPA, PALisa J Montano, CPA, PA
  • Home
  • Client Tools
  • About Lisa
  • AppointmentS
  • Services
  • Blog
  • Clients
  • Reviews
  • FAQ

Financial Advisory Services

You are not too small for us to work with you. Our average client has accumulated a nest egg of approximately $500k - $1m of investable assets. But, we are also interested and willing to help young nest egg starters, and mid-life folks who are starting over. We would be happy to discuss and/or explain any of these services.

  • Financial Planning and Investment Advisory Consulting offered through Latitude Advisors, LLC.
  • Retirement, Education, and Business Succession Planning

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  • Home
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  • Blog
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Lisa J Montano, CPA, PA

10723 NW 19th Place Coral Springs, FL 33071

Phone: (954) 755-7302 Email: lisa@montanocpa.com

Investment advice offered through Latitude Advisors, LLC - (772) 770-1950

Latitude Advisors, LLC and Lisa J. Montano, CPA PA are not affiliated companies