BBB Accredited Business Profile

Monte Financial Group, LLC

Monte Financial Group, LLC

(203) 453-6851

Monte Financial Group, LLC

8 years in business
30 Long Hill Rd
Guilford, CT 06437-1870
Fax Numbers
  • (203) 453-6855
Additional Phone Numbers
  • (877) 218-1824
Additional Email Addresses
  • info@montefinancialgroup.com
BBB File Opened: 06/07/2013
Business Started: 06/19/2009
Business Incorporated: 06/19/2009 in CT
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Robert J. Monte, Financial Advisor
  • Mrs. Martha T. Monte, Office Manager
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Investment Security
  • Mutual Funds
  • Pension and Profit Sharing Plans
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Risk Management
  • Investment Seminars
  • Strategic Planning Consultants
  • Planning Consultants
  • Economic Research and Analysis
  • Estate Planning and Management
  • Professional Services
  • General Services
  • Stock Certificates
  • College Savings Plans

Service Area
We service the following area(s): Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Licensing, Bonding or Registration
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.

Monte Financial Group, LLC

Monte Financial Group, LLC

BBB ACCREDITATION SINCE 07/22/2013

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