LeadIQ logo
Learn more at LeadIQ.com
Monte Financial Group, LLC logo

Monte Financial Group, LLC Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Monte Financial Group, LLC operates as an independent private wealth management firm within the financial services sector. It offers a broad range of services, including financial planning, investment management, charitable planning, and trust administration for individuals and families. The firm operates on a fee-only basis and creates customized wealth management strategies from the ground up, avoiding the sale of financial products. It takes a tailored, client-led approach, avoiding assumptions about client needs and focusing on defined financial goals.

Based in Guilford Center, Connecticut, the company serves a local client base with a small to midsized team. In 2026, Monte Financial Group launched an Employee Spotlight series, highlighting internal team members and activities.

Find Monte Financial Group, LLC employees' phone numbers or email addresses

Monte Financial Group, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Monte Financial Group, LLC's Leadership

  • Stylized image of a person
    A. M.
    Certified Financial Planner, Certified Investment Management Analyst
    Mobile Phone

Monte Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Monte Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. M.
    Certified Financial Planner, Certified Investment Management Analyst
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Monte Financial Group, LLC known for?

Minus sign iconPlus sign iconMonte Financial Group, LLC was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-203-453-****
. Explore Monte Financial Group, LLC's company overview page for more information.

What is Monte Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconMonte Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Monte Financial Group, LLC email formats with LeadIQ.

How many employees does Monte Financial Group, LLC have currently?

Minus sign iconPlus sign iconMonte Financial Group, LLC has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Monte Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Monte Financial Group, LLC's key employees include:

  • Certified Financial Planner, Certified Investment Management Analyst: A. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.