Joe Montgomery Photo

Joe Montgomery

Mortgage Banker


As a tenured professional in the mortgage industry, Joe attributes success to his excellent customer service skills and always keeping the needs of his client first. Offering a diverse group of funding sources enables Joe to custom tailor the mortgage solution which best fit’s his client’s profile and long term financial objectives. Lending is no longer a “one size fits all” industry and Joe’s detailed approach to selecting the “best” product, provides his clients substantial savings over the life of the loan.

Joe considers it an honor to assist our veterans and active duty military personnel; whether relocating internationally, a local move or simply lowering their monthly payment through a strategic refinance. His sincere approach, sense of duty and personal integrity foster relationships built on trust and performance.

Whether a first time homebuyer or seasoned homeowner, you can rely on Joe to guide you through the complex process of leveraging in our Mortgage Industry today. On his days off Joe enjoys working out, playing and watching sports and also traveling as much as he can


Joe M. is a great guy, helped with everything would answer our calls and if he couldn't pick up he called us right back. Weekends and evenings he was there for us all the way.. Love Joe...

- Daniel K
Joe was always available for me through the process even on vacations or after hours. He was very responsive and would check in with me through the build to see how everything was and if I needed anything from him. Joe is a true asset to your company.

- David B
Thank you for a wonderful experience. We will recommend you to friends and family.

- Emily A
Excellent to deal with! Very knowledgeable and knew what program best fit my needs; would definitely use Joe Montgomery again!

- James B
Joe Montgomery has been amazing throughout this whole process. Answered every call and text kept me up to date with process. Worked with my realtor and builder never missed a beat!

- John B
Joe is great to work with. This is my second time working with Joe and again was absolutely pleased with his knowledge and promptness.

- John C
Joe did great work to close my loan on time, answered all phone calls.

- Michael D
Joe & his team did an outstanding job, they were very responsive and answered all my questions in a timely manner.

- Nicola B
Joe Montgomery was great! He was kind and knowledgeable as well as always available. I knew I could count on him. And, Jennifer Wilson was very helpful also :)

- Patricia A
The entire team was outstanding throughout the entire process! This was our families first home purchase and the team made it seamless and stress free by Joe Montgomery and his team!!

- Robert H