Business ProfileforMonte Financial Group LLC
At-a-glance
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Overview
Monte Financial Group LLC, a registered investment advisor, providing private wealth management.
Our services include investment management, retirement planning, philanthropic planning, trust services and trust solutions. We also provide estate planning in cooperation with the client's attorney and tax strategy and coordinated with client's CPA or Enrolled Agent.
Business Details
- Location of This Business
- 30 Long Hill Rd, Guilford, CT 06437-1870
- BBB File Opened:
- 6/7/2013
- Years in Business:
- 15
- Business Started:
- 6/19/2009
- Business Incorporated:
- 6/19/2009
- Accredited Since:
- 7/22/2013
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Limited Liability Company (LLC)
- Hours of Operation
Primary
- M:
- 8:30 AM - 4:30 PM
- T:
- 8:30 AM - 4:30 PM
- W:
- 8:30 AM - 4:30 PM
- Th:
- 8:30 AM - 4:30 PM
- F:
- 8:30 AM - 4:30 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. Robert J. Monte, President/CIO
- Mr. Benjamin T. Monte, Research Analyst
- Contact Information
Principal
- Mr. Robert J. Monte, President/CIO
- Additional Contact Information
Fax Numbers
- (203) 453-6855Primary Fax
Email Addresses
- Sales
- Technical Support
- (203) 453-6855
Customer Complaints
0 Customer Complaints
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