William H. Leete, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William H. Leete, Jr. CFP®

Certified Financial Planner™

Monte Financial Group LLC

30 Long Hill Road
Guilford, CT 06437
FINANCIAL ADVISOR'S WEBSITE
(203) 453-6851

General

William Leete is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Monte Financial Group LLC in Guilford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Stocks & Bonds

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