John Monte, CLU, CHFC

JMI Financial Group

Business Category: Financial Services
Office Phone: 727.771.1200
Mobile Phone:

John Monte is a well-known local expert in the matters of senior investors. John has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts. His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Specialties include investment portfolio management, estate planning, insurance, retirement planning and fixed rate investments.

John Monte provides you with his years of experience – more than 30 years in the financial industry including nine years on Wall Street. He is a comprehensive financial advisor with extensive financial planning qualifications including series seven, 63 and 66 securities licensed as well as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CHFC) professional designations.

Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services are offered through Sigma Planning Corporation, a registered investment advisor. JMI Financial Group is not affiliated with Sigma Financial Corporation or Sigma Planning Corporation.