Community

Montoya Financial supports many local non-profit organizations in Northeast Florida through monetary, in-kind donations as well as employee donated volunteer hours. Our philosophy is to make a positive contribution and impact on the health and well-being of the clients we serve and the communities we work in.

We have a dedicated Community Service Committee that sets up monthly drives or community service events. Many of our employees and executives sit on or participate in many non-profit organizations such as:

Tom Coughlin Jay Fund
H.E.A.L
Seamark Ranch
Wounded Warrior Project
PV Rotary Club
K9’s for Warriors
Boys & Girls Club of Northeast Florida
Child Guidance Center
We Care
Gabriel House
And much more

AWARDS

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Montoya Financial Strategies or BKS-Partners. Investor Disclosures: https://bit.ly/KF-Disclosures This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The website links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Investor Disclosures