Address: 1776 S Naperville Rd Suite 100, Wheaton, IL 60189, USA
Phone: +16304629800
Sunday: Closed
Monday: 8:30AM–5PM
Tuesday: 8:30AM–5PM
Wednesday: 8:30AM–5PM
Thursday: 8:30AM–5PM
Friday: 8:30AM–5PM
Saturday: Closed
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Our office is located in Wheaton, IL.
Monetta Financial Services is deeply devoted to financial literacy and helping families save for college and beyond. We offer a kids investment kit and access to a college tuition-rewards program. Our website includes educational games and past issues of our quarterly kids newsletter.
We focus primarily on large-capitalization U.S. companies with strong growth prospects—often called “growth stocks.”
For more than 35 years. Our founder, Robert S. Bacarella, began managing a portfolio of growth stocks in the mid-70s, then started an investment club in 1979 that grew into an investment partnership in the early 80s. That partnership transformed into Monetta Financial Services in 1984.
We believe mutual funds, which pool investors’ assets to purchase and own various types of securities, are a good choice for investors who want to keep investing simple.
A Registered Investment Advisor, or RIA, is registered with the Securities and Exchange Commission to provide investment-related services. One example is portfolio management of mutual funds, which we at Monetta Financial Services have done for more than 35 years.
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