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Monte Financial Group, LLC is a fee-only Investment Advisor providing wealth management strategies and ongoing investment management tailored to you and your family's unique financial needs. Our team is dedicated to seeing that our clients’ investment portfolios are focused and aligned with who they are as investors and individuals, whether they are short term needs or long term aspirations. For your Information: Periodically, links may be established between this Web site and one or more Web sites operated by third parties or where third parties provide content. Access to these sites is at your own risk. Monte Financial Group, LLC while deeming such information reliable does not guarantee the accuracy thereof. Therefore, Monte Financial Group will have no liability arising out of or related to such Web sites and their content. These sites are provided for your convenience and should not be deemed to imply that Monte Financial Group endorses those Web sites or any content therein.

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Monte Financial Group LLC Questions

The Monte Financial Group LLC annual revenue was $654000 in 2024.

14 people are employed at Monte Financial Group LLC.

Monte Financial Group LLC is based in Guilford, Connecticut.

The NAICS codes for Monte Financial Group LLC are [523, 5239, 52, 52393].

The SIC codes for Monte Financial Group LLC are [628, 62].

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