The Monteverde Group, LLC is a financial services firm with offices in Pittsburgh, PA, Bonita Springs, FL and Wheeling, WV.
Mission: To Provide the quality of service expected by our clients: to develop individual and corporate initiatives, to help our clients fulfill their personal and corporate potential; to foster a sense of teamwork amongst our people and our clientele
The Monteverde Group understands that these are difficult and stressful times. Uncertainty is always a challenge and we are all feeling the stress and anxiety that the COVID-19 is having on our financial well-being.
In an effort to reach out and help our communities by trying to alleviate some of this anxiety, our team of experienced Financial Advisors wants to help. Through competent and informed caring, we are here to answer any questions or concerns you may have regarding your financial planning objectives.
With over 50 years of experience in helping clients with private wealth management, we will compassionately listen to your concerns, evaluate and provide guidance specific to your financial situation.
Please visit our website www.monteverdegroup.com and complete the contact form. We will have one of our professional advisors reach out to schedule your consultation FREE OF CHARGE.
Thank you for the hopeful opportunity to help.
Our entire team
Check the background of your financial professional on FINRA's BrokerCheck
Securities and advisory services offered through Royal Alliance Associates Inc., member FINRA/SIPC member. Insurance offered through The Monteverde Group and is not affiliated with Royal Alliance.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, DC, GA, IL, MA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, WV. No offers may be made or accepted from any resident outside the specific states referenced.
Inflation can be brutal, especially for those living on a fixed income. When planning never forget to protect yourself from this "Sneaky Thief".
forefieldkt.com Find out why inflation is like a thief who sneaks into your portfolio.
Did you know about this?! This may change the way you view your current investments!
Join Adri Bleier for your one minute weekly market update.
Did you know about this?! Adri Bleier explains this important, yet little talked about, analytic that might change the way you view your own investments.
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In this week's Market's in a Minute, Adri Bleier talks about the dip from last week, the tension between Russia and the White House, housing issues, and what to keep an eye out for in the week ahead.
Adri Bleier talks last week's weak market, fake federal surplus news, and what to keep an eye on throughout the week.
In this week's Markets in a Minute, Adri Bleier talks about more record breaking indexes, stagnant inflation, a failing Puerto Rico, and what is going on with interest rates.
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Adri Bleier discusses last week's dip in the market, global political tension, and sliding retail sales.
In this 3 minute strategy session, Adri Bleier shows you exactly how you might use the Ladder Strategy to your advantage. Pretty cool.
In this week's Markets in a Minute, Adri Bleier discusses the stock market rebound, and the decrease in the 4th quarter GDP.
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Adri Bleier talks increasing interest rates in this week's Markets in a Minute
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On this week's Markets in a Minute, Adri Bleier will bring you up-to-date on index movements and what to expect from interest rates later this month.
Adri Bleier brings you up to date on what economic information you need to know from last week.
Adri Bleier discusses the economic news you need to know for the week of February 20th, 2017.
Market Update with Adri Bleier for the week of February 6th, 2017.
Adri Bleier discusses the Dow hitting 20,000 for the first time ever, other record breaking indexes, and some bad news from the end of 2016.
Join Adri Bleier for this week's Markets in a Minute.
This week Adri Bleier talks about the Dow dropping and what twenty TRILLION dollars in debt really means.
In this week's market update, Adri Bleier discusses last week's index movements, increasing interest rates, and inflation information available later this week.
Adri Bleier discusses market movement in the last week of 2016, and what to look for in the first week of the new year.
Adri Bleier discussed the effects of rising interest rates on the bond market, and why lenders may start increasing consumer loan rates.
Adri Bleier talks record-breaking equites, inflation and the effects of rising interest rates.
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Watch the most resent Weekly Market Update with Adri Bleier for November 21, 2016. Learn how treasuries are affecting equites and what Janet Yellen has to say about raising interest rates.
Weekly Market Update with Adri Bleier for the Week of November 14, 2016. Find out how the markets reacted after the Trump election.
Adri Bleier offers insight into last week's markets and what to keep an eye on for the coming week. Last week, the political climate may have had an impact, pushing equities lower.
Adri Bleier's Market update for the week of October 17th, 2016. Russia and OPEC, China's decline and bank profits are just a few of the things you should be paying attention to.
Adri Bleier, discusses what happened with last weeks stock market, employment rate and the possible effect on increasing interest rates and what upcoming reports to keep your eyes on.... all in less than one minute. Be informed.
Adri Bleier takes a look at the week's market headlines. Stay up-to-date with Markets in a Minute.
Our Vice President of Financial Planning, Adri Bleier, discusses last week's most important headlines in the financial sector. Adri's Markets in a Minute videos will cover key metrics from last week as well as what to keep an eye out for this week. And, he does it all in one minute or less. Take a look.
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