Why choose this provider?
Del Monte Group is a wealth management firm serving individuals, families, and businesses in Lodi. It helps clients achieve their financial objectives through tax planning, wealth and portfolio management, and financial education. The firm has been offering integrated wealth management strategies based on the needs and financial situations of customers since 1985. Founder Richard Del Monte is a certified financial planner with more than 35 years of wealth management industry experience. He has been featured on The Wall Street Journal, Fox Business News, and New York Times.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail