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    Monte Financial Group Llc

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    Description

    • Monte Financial Group, LLC is a fee-only SEC Registered Investment Advisor providingwealth 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.
    • location

      Headquarters:30 Long Hill Road , Guilford, Connecticut, United States

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    • Monte Financial Group Llc phone

      Phone Number: +1 203-453-6851

    • Monte Financial Group Llc website

      Website: https://www.montefinancialgroup.com

    • Monte Financial Group Llc employees

      Employees:8

    • Monte Financial Group Llc revenue

      Revenue:$1 - 10M

    • Monte Financial Group Llc legal name

      Legal Name:Monte Financial Group Llc

    • Monte Financial Group Llc's Social Media

      Monte Financial Group Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Manager for Monte Financial Group Llc

    Daniele Iazzi

    Manager

    Person level website visitor identification

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    View Employees

    Daniele Iazzi

    Manager

    Joan Monte

    Senior Relationship Manager

    Frequently Asked Questions regarding Monte Financial Group Llc

    • Where are Monte Financial Group Llc's Headquarters?

      Monte Financial Group Llc's Headquarters are in 30 Long Hill Road ,Guilford,Connecticut,United States

    • What is Monte Financial Group Llc's phone number?

      Monte Financial Group Llc's phone number is +1 203-453-6851

    • What is Monte Financial Group Llc's official website?

      Monte Financial Group Llc's official website is https://www.montefinancialgroup.com

    • What is Monte Financial Group Llc's Revenue?

      Monte Financial Group Llc's revenue is $1 - 10M

    • What is Monte Financial Group Llc's NAICS code?

      Monte Financial Group Llc's NAICS code is 523930

    • How many employees are working in Monte Financial Group Llc

      Monte Financial Group Llc has 8 employees

    • What is Monte Financial Group Llc's Industry?

      Monte Financial Group Llc is in the industry of Financial Services

    • Who is Monte Financial Group Llc's Manager?

      Monte Financial Group Llc's Manager is Daniele Iazzi

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