The Monteverde Group, LLC Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

The Monteverde Group, LLC is a pioneering organization serving clients across the United States. With our technological links to the global market, access to major policy making organizations, and a network of financial talent and experience. We are committed to providing personalized service to help our clients pursue their goals and to pass on the fruits of their success to those they love.

We have a strong desire to earn the client’s trust through competent and informed caring. We ensure that the financial and tax planning strategies we provide are based upon extensive market research, financial insight and comprehensive planning with integrity.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). 

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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