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Monte Financial Group, LLC
- Financial Services
- Saint Rosa, CT
About this business
<p>Monte Financial Group LLC, a registered investment advisor, providing private wealth management.</p> <p>Our services include investment management, retirement planning, philanthropic planning, trust services and trust solutions. We also provide estate planning in cooperation with the client's attorney and tax strategy and coordinated with client's CPA or Enrolled Agent.</p>
Location details
30 Long Hill Rd, Saint Rosa, CT, 06437, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Very professional financial advisors that have done very, very good by me. They work hard to make my financial future secure. Some of my friends have hired them and had no idea that there funds, 401k or pensions were not working to there highest potential. So glad we have them!
Frequently asked questions about Monte Financial Group, LLC
How is Monte Financial Group, LLC rated?
Monte Financial Group, LLC has a 5 star rating with 2 reviews.
When is Monte Financial Group, LLC open?
Monte Financial Group, LLC is closed now. It will open tomorrow at 8:30 a.m.
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