March 27, 2017
Bob was invited to be the featured presenter at a speaking engagement at Masonicare at Ashlar Village in Wallingford, CT. Bob spoke to a group of 24 people interested in moving to the Continuing Care Retirement Community. Bob touched upon topics such asset management, cash flow and financial longevity planning.
March 24, 2017
Bob and Martha co-hosted a complimentary reception in appreciation of High Hopes Therapeutic Riding, a non-profit they proudly support. The elegant reception took place at the Madison Beach Hotel while guests enjoyed a panoramic long island sound sunset, hors d-oeuvres, music and beer, wine and vodka tasting from local distilleries. The event gave attendees the opportunity to learn about High Hopes, one of the top therapeutic riding centers in the nation whose mission is to improve the lives of people with disabilities through the benefit of therapeutic horseback riding, equine assisted activities and therapies, and training and education.
December 6, 2016
Bob was invited to make a presentation to the FMA (Financial Management Associated) Club at Stonehill College in Easton, MA. Bob spoke to 50 financial management students about the path of his career in the Financial Services industry and the skills and experience he has gained from 30 plus years in the wealth management business.
September 9, 2016
Bob Monte attended the 10th Annual Connecticut Burns Care Foundation Sports Celebrity Golf Tournament at the Country Club of Woodbridge in Woodbridge, CT. This annual tournament is held to benefit the Arthur C. Luf Children’s Burn Camp, a program that has helped changed the lives of many children burn survivors forever. The event raised funds for 86 children ages 8-18 from all over the world to have an unsurpassed camping experience in Union, CT, with volunteer counselors and staff comprised primarily of firefighters and a medical team from the leading burn centers in the Northeast.
*The above photo does not serve as an endorsement or testimonial for Monte Financial Group, LLC.
June 11, 2016
Bob and Martha Monte attended the Gallop Event at High Hopes Therapeutic Riding in Old Lyme, CT. High Hopes offers therapeutic riding and other equestrian activities that benefit the bodies, minds and spirits of people with disabilities. This extraordinary event attended by nearly 600 guests raised over $205,000 to support programs and participants at High Hopes. It was a wonderful evening of dinner and dancing for a cause MFG has been happily supporting for several years.
June 8, 2016
Bob Monte and Joan Monte attended the High Bridge Voices Benefit Concert at the Merkin Concert Hall in New York City. Monte Financial Group has been a proud supporter of High Bridge Voices throughout the years. High Bridge offers vital music and academic enrichment to children in the Bronx, NY community. The concert was uplifting and moving to see deserving children from the ages of 8-18 have the opportunity to proudly express their talents.
May 24, 2016
March 22, 2016
William H. Leete becomes a member of the Financial Planning Association (FPA). As an FPA member, Bill will have access to expert resources, advocacy initiatives and networking opportunities.
March 4, 2016
January 13, 2016
On December 15, 2015, Bob met Investment Management Consultants Association (IMCA) rigorous credentialing standards to be designated as a Certified Private Wealth Advisor® professional. The IMCA grants the CPWA credential to advanced wealth managers and advisors who successfully complete the experience, education, examination and ethics requirements of the certification program.