Monte Financial Group
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
30 Long Hill Rd, Guilford, Connecticut, ...Phone Number
(203) 453-6851Website
www.montefinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2
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
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Revenue
Number of Employees
Type
Funding
Founded In
Monte Financial Group
<$5M
1-10
Private
-
2009
BM
Benjamin MonteDirector, Research, Portfolio Specialist
Company Profile Activity
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Monte Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Monte Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Monte Financial Group.
Monte Financial Group Tech Stack
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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
