LeadIQ logo
Learn more at LeadIQ.com

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
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Monte Financial Group, LLC's Leadership

  • Stylized image of a person
    B. M.
    President/Certified Private Wealth Advisor®, Retirement Management Advisor®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Senior Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Business Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Research Analyst I
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M. C. C.
    Certified Financial Planner™, Certified Investment Management Analyst®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Marketing Specialist, Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. L.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. A.
    Client Service Representative
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    B. M.
    President/Certified Private Wealth Advisor®, Retirement Management Advisor®
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Sep 11, 2025
  • Stylized image of a person
    J. M.
    Senior Relationship Manager
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Oct 19, 2025
  • Stylized image of a person
    M. M.
    Business Office Manager
    Phone icon
    Mobile Phone
    United StatesConnecticut
    May 02, 2026
  • Stylized image of a person
    C. D.
    Research Analyst I
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 08, 2026
  • Stylized image of a person
    A. M. C. C.
    Certified Financial Planner™, Certified Investment Management Analyst®
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Mar 25, 2026
  • Stylized image of a person
    M. M.
    Marketing Specialist, Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Oct 24, 2025
  • Stylized image of a person
    W. L.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 08, 2026
  • Stylized image of a person
    G. A.
    Client Service Representative
    Phone icon
    Mobile Phone
    United StatesConnecticut
    May 29, 2026
  • Stylized image of a person
    A. M.
    Certified Financial Planner, Certified Investment Management Analyst
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    A. M.
    Certified Financial Plannerâ And Certified Investment Management Analystâ
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 17, 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. The company's main headquarters is located in 30 Long Hill Road Guilford Center, Connecticut 06437 United States; 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 June 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 June 2026, 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.

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.