Monte Financial Group Website Disclosure Statements


Disclosure

Monte Financial Group, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between Monte Financial Group, LLC and Fidelity Investments, nor is such a relationship implied by the information herein.

Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

 

Important Consumer Disclosure

Monte Financial Group, LLC (“Monte Financial Group”) is an SEC registered investment adviser located in Connecticut. Monte Financial Group and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Monte Financial Group maintains clients. Monte Financial Group may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Monte Financial Group’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Monte Financial Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Monte Financial Group’s solicitation to effect, or attempt to effect transactions insecurities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner what so ever, as the receipt of, or a substitute for, personalized individual advice from Monte Financial Group. Any subsequent, direct communication by Monte Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Monte Financial Group, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of Monte Financial Group’s current written disclosure statement discussing Monte Financial Group’s business operations, services, and fees is available from Monte Financial Group upon written request. Monte Financial Group does not make any representations as to the accuracy, timelines, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monte Financial Group’s web site or incorporated here in, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.

We Are Here to Help


For more information on how we can help you, or to arrange an introductory meeting, please complete the information below

Share this: