Monte Financial Group
Finance · Connecticut, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
30 Long Hill Rd, Guilford, Connecticut, ...Phone Number
(203) 453-6851Website
www.montefinancialgroup.comRevenue
<$5 MillionIndustry
About Monte Financial Group
Monte Financial Group specializes in wealth management strategies and ongoing investment management tailored to the unique financial needs of families. Their dedicated team focuses on aligning clients' investment portfolios with their personal values and circumstances. The company emphasizes strong client relationships and provides customized financial strategies, including financial planning, asset management, and philanthropic planning. With a commitment to meaningful progress, Monte Financial Group aims to deliver high-quality service and active investment management.Explore more
Monte Financial Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Monte Financial Group
Compare insights from companies similar to Monte Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Monte Financial Group
<$5M
1-10
Private
-
2009
BM
Benjamin MonteDirector, Research, Portfolio Specialist
Monte Financial Group Tech Stack
A closer look at the technologies used by Monte Financial Group
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding Monte Financial Group
Sign Up For FreeTo access detailed company insights
Monte Financial Group specializes in wealth management strategies and ongoing investment management tailored to the unique financial needs of families. Their dedicated team focuses on aligning clients' investment portfolios with their personal values and circumstances. The company emphasizes strong client relationships and provides customized finan... Read More
