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Monte Financial Group, LLC

Headquartered in GUILFORD, CT

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Firm Information

Monte Financial Group, LLC is an investment advisor based in Guilford, CT. The firm provides financial planning, selection of other advisors, and portfolio management for individuals. They manage approximately $372,789,483 in assets for 404 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their website addresses are HTTPS://WWW.FACEBOOK.COM/MONTEFINANCIALGROUP/, HTTP://WWW.MONTEFINANCIALGROUP.COM, and HTTPS://WWW.LINKEDIN.COM/COMPANY/1674880/.

Monte Financial Group, LLC

30 LONG HILL ROAD

GUILFORD, CT 06437

$372.79M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

MONTE FINANCIAL GROUP, LLC has a total of 2 branch locations across the country.
location

GUILFORD, CT

location

Guilford, CT

Advisors at Monte Financial Group, LLC

View All 5 Advisors
Unclaimed
Cameron James Davignon

RA

GUILFORD, CT

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Unclaimed
Benjamin Thomas Monte

RA

Guilford, CT

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Unclaimed
Alexander Robert Monte

RA

GUILFORD, CT

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Unclaimed
Jacob R Cedor

RA

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Unclaimed
William Howard Leete

CFP®, RA

GUILFORD, CT

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Unclaimed
Noah B Lifgren

RA

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Unclaimed
Robert John Monte

RA

GUILFORD, CT

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Disclosures

There are no public disclosures for Monte Financial Group, LLC.

Frequently Asked Questions (8)

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