What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Monte Financial Group, LLC

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United States
Guilford, CT
Monte Financial Group, LLC

We provide wealth management strategies and ongoing investment management tailored to you and your family’s unique financial needs.

At Monte Financial Group we seek to help our clients build a financially secure life for themselves and their families by creating a thorough, integrated life plan that is flexible to adapt to changes in their lifestyle and economic status. We dedicate the time and effort to seeing that our client’s investment portfolios are focused and aligned with who they are as investors and individuals. Working together with our clients, we help them focus on their goals, whether they are short-term needs or long-term aspirations. See the 'Services' Section on our page or visit our website for more information!

09/16/2026

Last week, Bill, Alex, Noah, and Cam represented our firm at the Soundview Family YMCA’s 20th Annual Golf Tournament at Lyman Orchards Golf Club! It was a beautiful day on the course and a great opportunity to come together and support an organization that makes a positive impact in our local community.

The tournament featured several fun hole contests, and we’re excited to share that Bill took home the win in the Closest to the Pin contest!

The Soundview Family YMCA is dedicated to strengthening our community through youth development, healthy living, and social responsibility. We’re proud to sponsor and participate in this event, with proceeds supporting programs and services that help children, families, and adults thrive.

Thank you to the Soundview Family YMCA for hosting such a wonderful event. We look forward to participating again next year!

Learn more about the Soundview YMCA: https://lnkd.in/gsVmJuiH

09/02/2026

As part of our new Employee Spotlight Series, meet Madelyn, Marketing Specialist and Administrative Assistant at Monte Financial Group, who has been part of our team since 2023!

This series gives us the opportunity to highlight our team and share a closer look at the people behind the roles, the stories that inspire them, and the impact they make every day.

We’re grateful to have Madelyn on our team and value the energy, dedication, and support she brings to Monte Financial Group each day. We’re excited to share more about Madelyn and her role with the firm!

06/25/2026

Congratulations to Alex on earning the Certified Private Wealth Advisor® (CPWA®) certification through Yale in partnership with the Investments & Wealth Institute!

This well-deserved accomplishment reflects his dedication, hard work, and commitment to excellence. The certification program features advanced wealth management strategies, including estate planning, effective wealth transfer, behavioral finance, family dynamics, strategic tax management, and impactful legacy planning.

06/17/2026

Welcome to Monte Financial Group, LLC, Alexandra!

We are excited to have Alex join the team as a Client Service Associate in our Wealth Management division. In this role, Alex will work closely with clients, their investment custodians, and our team of wealth advisors providing a wide range of servicing needs such as responding to client inquiries and completing client onboarding and account maintenance tasks. She will also contribute to firm-wide initiatives that aim to enhance the client’s experience and ensure the highest standards of service are met.

Alex earned her Bachelor of Science in Management and Psychology from Fairfield University in May 2026.

We’re looking forward to the future and thrilled to have Alex on board. Welcome to the team!

04/28/2026

Our firm proudly partnered with Quinnipiac University’s (QU) Fraternity and Sorority Life for the 2026 Greek Week Food Drive, marking the second year of this initiative. This year, we supported the Downtown Evening Soup Kitchen (DESK) in New Haven, CT, which serves individuals experiencing homelessness or poverty through food assistance and services that promote health, community, and equity.

Fraternities and sororities teamed up and competed to collect as many items as possible between 11:00 AM and 4:00 PM on Thursday, April 9, 2026. Our firm offered a $1,000 donation to the team that collected the most items, to be directed to nonprofit organizations of their choice.

The turnout this year was incredible! Together, the students collected 12,005 items, four times more than last year! Congratulations to Alpha Delta Pi Sorority, Pi Beta Phi Fraternity for Women, and Phi Delta Theta Fraternity, who took the top spot with an impressive 2,776 items collected.

Due to the tremendous effort of the teams, we increased our donation to $1,500, allowing each winning organization to direct $500 to a nonprofit of their choice.

We are grateful to everyone who participated and helped make this initiative a success. Thank you to Anthony Reid, Assistant Director of Fraternity and Sorority Life at QU, as well as Luis Olmo-Rivera and Stefano Mancini at DESK, for their support in bringing this event to life. We also appreciate the students from Common Ground High School in New Haven for helping with loading and unloading donations.

It is inspiring to see so many communities come together to support those in need. We are proud to be part of an initiative that supports the local community and encourages students to give back, and we look forward to continuing this tradition next year!

03/04/2026

Today we’re celebrating Bill’s 10-year work anniversary with Monte Financial Group!

Bill Leete, CFP®, has been a Wealth Advisor on our team for a decade, growing alongside the firm and making a meaningful impact every day. We appreciate his dedication and commitment to guiding clients with their best interests at heart.

Thank you, Bill, for your years of hard work. We’re proud to have you part of our team and look forward to many more successful years together!

02/26/2026

We’re excited to launch our new Employee Spotlight series!

Meet Cam, Research Analyst at Monte Financial Group, who has been with us since 2022. This series gives us the chance to highlight our team and share a closer look at the people behind the roles, the stories that drive them, and the impact they make every day.

We’re grateful to have Cam on our team and value the energy, dedication, and thoughtful perspective he brings to both his work and our clients.

11/26/2025

Thank you, Evan Croteau, for your hard work and contributions this fall!

As an Equity Research Intern, Evan used the Bloomberg Terminal to complete projects related to economics, markets, and company-specific analysis. He also leveraged the Advanced Bloomberg Query Language (BQL) to complete an automated analysis and learned our research process to complete analytics on company conference transcripts.

Evan is in the Dual-Degree Accelerated 3+1 Program at Quinnipiac University. He completed his Bachelor of Science in Finance with minors in Economics and Psychology in May 2025. He is on track to complete his Master of Science in Business Analytics in May 2026.

We wish Evan the very best as he finishes out the semester!

11/21/2025

Recently, Ben led a presentation at UConn, discussing the financial services industry, our firm, and the career opportunities we offer. Additionally, he discussed professionalism, touching upon topics such as resumes, on-campus involvement, networking, and interviewing. We were thrilled with the turnout and the enthusiasm of all who attended.

A special thank you to Gianna Draghi, the President, and Dovidas Kizevicius, the Treasurer of the UConn Finance Society, for their assistance in organizing this session and contributing to its success. We look forward to the opportunity to participate in events in the future.

11/04/2025

Last week, Cam, Jake, and Alex led a Personal Finance Workshop at Quinnipiac University, sharing valuable insights on key aspects of financial literacy for early-career professionals. The session covered topics such as setting financial goals and habits, understanding pay stubs and income, Social Security and Medicare, 401(k) retirement plans, credit cards, and more.

A special thank you to Owyn Law and the Graduate Business Society for helping organize this session and making the event such a success. We look forward to the opportunity to host more workshops in the future!

Address

30 Long Hill Rd
Guilford, CT
06437

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

http://montefinancialgroup.com/

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