<sup>About us</sup>Who We Are

About usWho We Are

At The Albany Group, we put conversation at the core of our business because your financial and retirement goals deserve our undivided attention. Whether it’s making sure you have enough money to retire, contributing to college funds, distributing your inheritance or some other worthy goal, we’ll work with you to develop a plan that works towards your objectives.

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ServicesWhat We Offer

We work with you before and during retirement to help you work towards your dreams. We will explain your options to help you leave our office with a full understanding of your investments, including the potential upside and risk, so you feel confident in your decisions.

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Retirement<br/>Planning

Retirement
Planning

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Longevity <br/>&#38; Legacy <br/>Planning

Longevity
& Legacy
Planning

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General<br/>Investment<br/>Strategies

General
Investment
Strategies

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Retirement Planning

We create strategies that are tailored to your needs and goals.

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Longevity & Legacy Planning

Years of experience have prepared us to guide you through your life transitions.

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General Investment Strategies

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our TeamMeet Our Team

Joseph Montgomery

Joseph Montgomery

Managing Partner

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Taylor Roberts

Taylor Roberts

Managing Partner

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Chris Story

Chris Story

Managing Partner

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Beau Jones

Beau Jones

Managing Partner

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While we each bring unique qualities and experience to our practice, we are united in our values and commitment to serving our community… which also includes serving you, our client.

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