Tre Monte

Financial Services, 1014 6th St, Traverse City, Michigan, 49684, United States, 1-10 Employees

Who is TREMONTE

At TreMonte, we specialize in providing comprehensive financial consulting through fractional CFO services, tax planning, and investment management. Our team of experienced professionals ...

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Headquarters: 1014 6th St, Traverse City, Michigan, 49684, United States
Date Founded: 2018
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

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TreMonte Org Chart and Mapping

Employees

Melissa Niedzielski

Operations Manager + Accountant

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Derek Dallolmo

Founder

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Frequently Asked Questions Regarding TreMonte

Answer: TreMonte's headquarters are located at 1014 6th St, Traverse City, Michigan, 49684, United States

Answer: At TreMonte, we specialize in providing comprehensive financial consulting through fractional CFO services, tax planning, and investment management. Our team of experienced professionals provides strategic financial leadership, tax advice, and tailored investment solutions to individuals, businesses, and organizations. Services: Fractional CFO Services Strategic Tax Planning Investment Management Personal & Business Financial Planning Tax Compliance & Reporting Bookkeeping, Financial Statements & Payroll Disclosures: TreMonte is the LinkedIn Page for TreMonte Financial Consultants, LLC (a fee-only registered investment advisor) and TreMonte Tax Solutions, LCC (a full-service tax advisory firm). Both firms are in Traverse City, MI. TreMonte Financial Consultants is registered as an investment adviser with the States of Michigan & Florida and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Neither firm is engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites link to ours.