SEC CRS
Form CRS
Monte Financial Group, LLC
30 Long Hill Road Guilford, CT 06437
Customer Relationship Summary (Form CRS)
CRD #150119
Monte Financial Group, LLC is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and that it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provide educational materials about broker-dealers, investment advisors, and investing.
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Form CRS