Monte Financial Group measures its success by the strength and longevity of our client relationships as we continuously strive to provide clients with a high level of service. The following principles form the foundation which we adhere to:
You and your interests are our priorities. We seek to address your concerns promptly, accurately and completely.
We endeavor to fully understand your financial needs, long term goals and lifestyle aspirations by actively listening to you. An in-depth understanding will enable us to prudently implement tailored investments and wealth management strategies.
Your knowledge of your investment choices is critical to the long-term success of our relationship. Therefore we will spend ample time to educate you to help you make well informed decisions. We encourage asking questions if you are uncertain about any financial matter.
We intend to meet with you regularly at your convenience to review your portfolio to ensure that it continues to be aligned with your short and long term goals which could change over time. Also, we can explore new potential investment opportunities and wealth management strategies.
Your candid feedback is actively requested. Our open communication helps to meet, even exceed your expectations.