Monte Financial Group LLC

Financial Services - Guilford, CT, US

Monte Financial Group LLC Employees
Gloria Amatrudo

Client Service Representative

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Bob Monte

President/ Certified Private Wealth Advisor®, Retirement Management Advisor®

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William Leete

Certified Financial Planner™

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Martha Monte

Business Office Manager

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Joan Monte

Senior Relationship Manager

Contact Joan Monte

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Monte Financial Group LLC Details

Monte Financial Group, LLC is a fee-only Investment Advisor providing wealth management strategies and ongoing investment management tailored to you and your family's unique financial needs.Our team is dedicated to seeing that our clients' investment portfolios are focused and aligned with who they are as investors and individuals. Working together with our clients and their other trusted advisors, we help focus on their goals, whether they are short term needs or long term aspirations.For your Information: Periodically, links may be established between this Web site and one or more Web sites operated by third parties or where third parties provide content. Access to these sites is at your own risk. Monte Financial Group, LLC while deeming such information reliable does not guarantee the accuracy thereof. Therefore, Monte Financial Group will have no liability arising out of or related to such Web sites and their content. These sites are provided for your convenience and should not be deemed to imply that Monte Financial Group endorses those Web sites or any content therein.

Monte Financial Group LLC logo, Monte Financial Group LLC contact details
Employees: 10 - 19
HQ: 203-453-6851
Location: Guilford, CT, US
Revenue: 20 - 50 Million
Investment management Wealth Solutions Philanthropic Planning Asset Managment Trust Solutions Trust Services Financial Needs Analysis Portfolio Analysis Financial Services Financial Advisory Services
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