BBB Accredited Business Profile

Monte Financial Group, LLC

Monte Financial Group, LLC

(203) 453-6851

Monte Financial Group, LLC

7 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
BBB File Opened: 06/07/2013
Business Started: 06/19/2009
Business Incorporated: 03/25/2009 in CT
Type of Entity
Limited Liability Company
Business Management
  • Mr. Robert J. Monte, Certified Private Wealth Advisor®
  • Mrs. Martha T. Monte, Business Office Manager
Business Category
  • Senior Care Information and Resources
  • Financial Planning Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • NAICS: Investment Advice
  • Consultant - Planning
  • Estate Planning & Management

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.
BBB accredited business



Monte Financial Group LLC, a fee only advisor, provides 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. 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Monte Financial Group, LLC

Monte Financial Group, LLC


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