Monetta Financial Services, Inc.

Category: Investment service

Address: 1776 S Naperville Rd Suite 100, Wheaton, IL 60189, USA

Phone: +16304629800

Opening hours

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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Questions & Answers

Where are you located?

Monetta Financial Services, Inc. | Nov 4, 2019
Monetta Financial Services, Inc. | Nov 4, 2019

Our office is located in Wheaton, IL.

Do you have any programs for students?

Monetta Financial Services, Inc. | Nov 4, 2019
Monetta Financial Services, Inc. | Nov 4, 2019

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.

Does Monetta Financial Services specialize in any particular area of investing?

Monetta Financial Services, Inc. | Nov 4, 2019
Monetta Financial Services, Inc. | Nov 4, 2019

We focus primarily on large-capitalization U.S. companies with strong growth prospects—often called “growth stocks.”

How long has Monetta Financial Services been in business?

Monetta Financial Services, Inc. | Nov 4, 2019
Monetta Financial Services, Inc. | Nov 4, 2019

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.

Why do you offer mutual funds?

Monetta Financial Services, Inc. | Nov 4, 2019
Monetta Financial Services, Inc. | Nov 4, 2019

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.

What is a Registered Investment Advisor?

Monetta Financial Services, Inc. | Nov 4, 2019
Monetta Financial Services, Inc. | Nov 4, 2019

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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