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Henry Montag, CFP

Henry Montag is an Independent Certified Financial Planner in practice since 1976 with offices in Long Island  and New York. He is a principal of the TOLI Center East, which provides conferences for professional and consumer markets on the subject of evaluating the performance of existing privately owned and trust owned life Ins to prevent its premature expiration.

He has lectured extensively and has had articles published regarding protecting and preserving business interests and personal assets,  to organizations such as The New York State Bar Association, The New York State Society of CPAs, The National Conference of CPA Practitioners.  He has developed an understanding of the overall coordination of a client’s goals assets and their objective’s in their Closely Held Businesses.
 As a source for the media he has been quoted in The Wall Street Journal, Investors Business Daily, Newsday, Long Island Business News etc, and has appeared as a guest on Fox News, News 12 & FIOS Money & Main Street. 

Henry Montag Speaking Sample


Henry Montag on Wall Street Week



Contact Henry:




Free Range 
Free Public Speakers Long Island NY
Henry Montag will often speak for free within the range of Long Island New York. and parts of New York City. (NYC)   See the Map Below:

The map indicates a reasonable drive from Melville, New York. 

If you do not see your town on the list, contact Henry Montag for clarification.




Free New York Public Speaker - John Klimchak - Healthcare Reform

Nassau County Free Range Towns and Zip codes for Henry Montag, CFP
Albertson 11507
Alden Manor 11003
Allenwood 11021
Argo Village 11003
Atlantic Beach 11509
Baldwin 11510
Baldwin Harbor 11510
Bar Harbor 11762
Barnum Island 11558
Baxter Estates 11050
Bayville 11709
Bellerose Terrace 11001
Bellerose Village 11001
Bellmore 11710
Bethpage 11714
Briar Park 11793
Brookville 11545, 11548
Carle Place 11514
Cedarhurst 11516
Centre Island 11771
Cove Neck 11771
East Atlantic Beach 11561
East Farmingdale 11735
East Hills 11548, 11576, 11577
East Massapequa 11758
East Meadow 11554
East Norwich 11732
East Rockaway 11518
East Williston 11596
Elmont 11003
Far Rockaway 11096
Farmingdale 11735, 11736, 11737, 11774
Floral Park 11001, 11002, 11003
Franklin Square 11010
Freeport 11520
Garden City 11530, 11531, 11535, 11536, 11599
Garden City Park 11040
Garden City South 11530
Glen Cove 11542
Glen Head 11545
Glenwood Landing 11547
Great Neck 11020, 11021, 11022, 11023, 11024, 11025, 11026, 11027
Great Neck Estates 11021
Greenvale 11548
Harbor Acres 11050
Harbor Hills 11023
Harbor Isle 11558
Hempstead 11549, 11550, 11551
Herricks 11040
Hewlett 11557
Hewlett Bay 11557
Hewlett Bay Park 11557
Hewlett Harbor 11557
Hewlett Neck 11598
Hicksville 11801, 11802, 11803, 11804, 11815, 11819, 11854, 11855
Inwood 11096
Island Park 11558
Island Trees 11756
Jericho 11753, 11853
Kenilworth 11024
Kensington 11021
Kings Point 11024
Lake Gardens 11022
Lake Success 11020, 11042
Lakeview 11552, 11570
Lakeville Estates 11040
Lattingtown 11560
Laurel Hollow 11771, 11791
Lawrence 11559
Levittown 11756
Lido Beach 11561
Locust Valley 11560
Locustwood 11003
Long Beach 11561
Lynbrook 11563, 11564
Malverne 11565
Manhasset 11030
Manhasset Hills 11040
Manorhaven 11050
Massapequa 11758
Massapequa Park 11762
Matinecock 11560
Meacham 11003
Meadowmere Park 11559
Merrick 11566
Mill Neck 11765
Mineola 11501
Mitchell Field 11530, 11553
Muttontown 11545, 11732, 11753, 11771, 11791
New Cassel 11590
New Hyde Park 11040, 11041, 11042, 11043, 11044, 11099
North Baldwin 11510
North Bellmore 11710
North Hills 11040
North Massapequa 11758
North Merrick 11566
North New Hyde Park 11040
North Valley Stream 11580
North Wantagh 11793
North Woodmere 11581
Oceanside 11572
Old Bethpage 11804
Old Brookville 11545, 11548
Old Westbury 11568
Oyster Bay 11771
Oyster Bay Cove 11771, 11791
Plainedge 11756
Plainview 11803
Plandome 11030
Point Lookout 11569
Port Washington 11050, 11051, 11052, 11053, 11054, 11055
Rockville Centre 11570, 11571, 11572, 11592
Roosevelt 11575
Roosevelt Field 11530, 11531
Roslyn 11576
Roslyn Estates 11576
Roslyn Harbor 11545, 11548, 11576
Roslyn Heights 11577
Russell Gardens 11021
Saddle Rock 11023
Saddle Rock Estates 11021
Sands Point 11050
Sea Cliff 11579
Seaford 11783
South Farmingdale 11735
South Floral Park 11001
South Hempstead 11550
Stewart Manor 11530
Strathmore 11030
Sutton Park 11559
Syosset 11773, 11791
The Terrace 11050
Thomaston 11021
Uniondale 11553, 11555, 11556, 11588
University Gardens 11020
Upper Brookville 11545, 11732, 11771
Valley Stream 11580, 11581, 11582, 11583
Wantagh 11793
West Hempstead 11552
Westbury 11568, 11590, 11593, 11594, 11595, 11597
Williston Park 11596
Woodbury 11797
Woodmere 11598
Woodsburgh 11598

Suffolk County Free Range Zip codes and Town for Henry Montag

Centereach 11720
Centerport 11721
Central Islip 11722, 11749, 11760
Cold Spring Harbor 11724
Cold Spring Hills 11743
Commack 11725
Crab Meadow 11768
Deer Park 11729
Dix Hills 11746
East Islip 11730
East Northport 11731
East Patchogue 11772
Eatons Neck 11768
Edgewood 11717
Elwood 11731
Fort Salonga 11768
Gilgo Beach 11702
Greenlawn 11740
Halesite 11743
Hampton Bays 11946
Hauppauge 11749, 11760, 11788
Holbrook 11741
Holtsville 11742, 00501, 00544
Huntington 11743
Huntington Bay 11743
Huntington Station 11746, 11747, 11750
Islandia 11749, 11760
Islip 11751
Islip Manor 11751
Islip Terrace 11752
Kings Park 11754
Lake Grove 11755
Lake Ronkonkoma 11779
Lake Ronkonkoma Heights 11779
Lindenhurst 11757
Lloyd Harbor 11743
Lloyd Neck 11743
Melville 11747, 11750, 11775
North Amityville 11701
North Babylon 11703
North Bay Shore 11706
North Lindenhurst 11757
North Patchogue 11772
Northport 11768
Port Jefferson 11777
Port Jefferson Station 11776, 11777
Ronkonkoma 11749, 11779
Selden 11784
Setauket 11733
Smithtown 11745, 11787, 11788
South Hauppauge 11722
South Huntington 11746
Sunken Meadow 11768
West Babylon 11704, 11707
West Bay Shore 11706
West Brentwood 11717
West Gilgo Beach 11702
West Islip 11795
West Sayville 11796
Wheatley Heights 11798
Wyandanch 11798

New York City Free Range
Brooklyn Central Brooklyn 11212, 11213, 11216, 11233, 11238
Southwest Brooklyn 11209, 11214, 11228
Southern Brooklyn 11223, 11224, 11229, 11235
Northwest Brooklyn 11201, 11205, 11215, 11217, 11231
Flatbush 11203, 11210, 11225, 11226
East New York and New Lots 11207, 11208
Greenpoint 11211, 11222
Sunset Park 11220, 11232
Manhattan Central Harlem 10026, 10027, 10030, 10037, 10039
Chelsea and Clinton 10001, 10011, 10018, 10019, 10020, 10036
East Harlem 10029, 10035
Gramercy Park and Murray Hill 10010, 10016, 10017, 10022
Greenwich Village and Soho 10012, 10013, 10014
Lower Manhattan 10004, 10005, 10006, 10007, 10038, 10280
Lower East Side 10002, 10003, 10009
Upper East Side 10021, 10028, 10044, 10065, 10075, 10128
Upper West Side 10023, 10024, 10025
Inwood and Washington Heights 10031, 10032, 10033, 10034, 10040
Queens Northeast Queens 11361, 11362, 11363, 11364
North Queens 11354, 11355, 11356, 11357, 11358, 11359, 11360
Central Queens 11365, 11366, 11367
Jamaica 11412, 11423, 11432, 11433, 11434, 11435, 11436
Northwest Queens 11101, 11102, 11103, 11104, 11105, 11106
West Central Queens 11374, 11375, 11379, 11385
Rockaways 11691, 11692, 11693, 11694, 11695, 11697
Southeast Queens 11004, 11005, 11411, 11413, 11422, 11426, 11427, 11428, 11429
Southwest Queens 11414, 11415, 11416, 11417, 11418, 11419, 11420, 11421
West Queens 11368, 11369, 11370, 11372, 11373, 11377, 11378
Staten Island Port Richmond 10302, 10303, 10310
South Shore 10306, 10307, 10308, 10309, 10312
Stapleton and St. George 10301, 10304, 10305
Mid-Island 10314
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