Donald T. Montgomery - Financial Advisor at Waddell & Reed

05/14/2026

July 1st 2002 I started my career as a Financial Advisor and the Dow Jone Industrial Average was trading at 10,200 points, today it reached a milestone and crossed over 50,000 points! 24 years of market ups and downs, but today feels like a special day! Come in and see me sometime if you want to talk about fun stuff like this and how I can help you build your wealth!

01/24/2025

Proud to be a sponsor of this amazing event! Jackson's Pay It Forward Foundation

06/27/2024

I might have waited a few too many years between professional headshots, maybe just a couple 😂

05/01/2023

Thank you to the Lewis Clark Valley Chamber of Commerce and the donors and volunteers who helped plant and hang flower baskets here on 6th St. In beautiful downtown Clarkston!

07/21/2021

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

07/19/2021

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

07/16/2021

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

07/14/2021

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

07/12/2021

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

07/09/2021

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.