Monte Financial Group, LLC Employee Directory

Q: What is Monte Financial Group, LLC known for?

Monte Financial Group, LLC was founded in 2009. Monte Financial Group, LLC operates in the Financial Services industry.

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

Monte Financial Group, LLC has approximately 13 employees.

Financial ServicesConnecticut, United States11-50 Employees

Monte Financial Group is an independent private wealth management firm offering comprehensive financial planning, investment management, charitable planning, and trust services to individuals and families.

We never presume our client’s needs and do not sell products. We are a fee-only advisor that provides customized wealth management strategies constructed from the ground up designed to help you achieve your financial goals.

For your Information: Periodically, links may be established between this website and one or more websites operated by third parties, or where third parties provide content. Accessing these sites is at your own risk. While Monte Financial Group, LLC considers such information to be reliable, it does not guarantee its accuracy. Therefore, Monte Financial Group will not be liable for any issues arising from or related to these websites and their content. These sites are offered for your convenience and should not be interpreted as an endorsement by Monte Financial Group of those websites or any content they contain.

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

Monte Financial Group, LLC Global Highlights

North America
17

United States Of America
17

Monte Financial Group, LLC's Leadership

B. M.
President/Certified Private Wealth Advisor®, Retirement Management Advisor®
Mobile Phone
Email
J. M.
Senior Relationship Manager
Mobile Phone
Email
M. M.
Business Office Manager
Mobile Phone
Email
C. D.
Research Analyst I
Mobile Phone
Email
A. M. C. C.
Certified Financial Planner™, Certified Investment Management Analyst®
Mobile Phone
Email
M. M.
Marketing Specialist, Administrative Assistant
Mobile Phone
Email
W. L.
Certified Financial Planner™
Mobile Phone
Email
G. A.
Client Service Representative
Mobile Phone
Email

Contact profiles from Monte Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

R. M.
Management Analyst
Mobile Phone
Email
UNITED STATES
Jun 20, 2025
Z. R.
Equity Research Intern
Mobile Phone
Email
United StatesConnecticut
Apr 21, 2025

Frequently Asked Questions

What is Monte Financial Group, LLC known for?

Monte 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?

Monte 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?

Monte Financial Group, LLC has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Monte Financial Group, LLC's key employees include:

President/Certified Private Wealth Advisor®, Retirement Management Advisor®: B. M.
Senior Relationship Manager: J. M.
Business Office Manager: M. M.
Research Analyst I: C. D.
Certified Financial Planner™, Certified Investment Management Analyst®: A. M. C. C.

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