We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We work with many individuals, small and start-up businesses, and not-for-profit organizations.

Montgomery & Merrill is committed to the most basic principles:

• responsiveness to the needs of our clients,
• technical excellence,
• understanding current and emergent issues,
• performing quality work,
• providing timely service and
• working closely with you to help you fulfill your mission.