Investing can be a powerful tool to grow your wealth. Here are 5 essential tips to help you on your journey: - Start Early - Diversify Your Portfolio - Stay Informed - Consult a Financial Advisor - Be Patient Remember, past performance is not indicative of future results. #investing #financialplanning #moneymanagement
关于我们
At Monarch Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From Retirement Planning to Estate Planning, Monarch is here to guide you, step-by-step, in working towards all of your financial goals. At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. The culture of Monarch Wealth Management is based upon mutual respect, a high level of collaboration, and sharing success with team members in the spirt of achieving overall growth and development for the company. While their offices and dress attire are formal and consistent with the image of an elite firm, their work environment is one of a casual atmosphere. People share offices in the effort to foster collaboration and everyone is “hands-on” and sincere in their commitment to delivering the highest level of objective service to clients. This is a team environment comprised of high-quality people who work collaboratively. Disclaimer: The opinions expressed and material provided are for general information. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL.
- 网站
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https://www.monarchwealthmanagement.com
Monarch Wealth Management, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Rochester，NY
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Retirement Income Solutions、Estate Planning、Insurance、Small Business Retirement Plans、Legacy Planning、Wealth Management、Unbiased Investment Solutions和Retirement Saving
地点
Monarch Wealth Management, LLC员工
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Diana Lougen
Financial Advisor-Monarch Wealth Management
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Charles Forte, Jr., MBA
Financial Advisor, Investment Manager
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Jason Georgiev
I help advisors and clients simplify the investment process.
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David T Georgiev, MBA
Wealth Manager- Managing Partner at Monarch Wealth Management- Helping people develop long term life strategies
动态
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Bitcoin is making headlines again!! As it surges to new heights, capturing the attention of investors and sparking conversations about the future of finance. While the crypto market can be volatile, it's clear that Bitcoin is here to stay. As technology continues to evolve, digital assets like Bitcoin may reshape the way we think about money and investments. #Bitcoin #Cryptocurrency #DigitalCurrency
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On Universal Children's Day, we invest in every child's potential for a brighter future. Financial security empowers them to build a better world. Join us in securing #FinancialPlanning for #FutureGenerations and their #ChildrensRights.
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Building a Brighter Future, One Lesson at a Time ?? American Education Week is a great reminder of the importance of a strong education. Let's equip our children with the tools they need to succeed, including financial literacy. By teaching them about budgeting, saving, and investing, we’re empowering them to make informed financial decisions. Let's invest in our future leaders! #AmericanEducationWeek #FinancialLiteracy #FutureReady
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Let's celebrate the wonder and promise of children on World Peace Day. Together, we can create a peaceful world where every child can thrive and fulfill their dreams. Join us in building a future where peace reigns and future generations flourish. #PeacefulFuture #WorldPeaceDay
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Celebrate the heartbeat of our economy today - small businesses. From Main Street gems to tech innovators, these businesses ignite our communities, fuel progress, and create jobs. Be a part of the movement and support American businesses today. #Entrepreneurship #SupportLocal
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In today's digital age, fraudsters are becoming increasingly sophisticated. Protect your money from digital scams. Stay vigilant, fortify passwords, update devices, use secure Wi-Fi, and monitor accounts. Let's combat fraud together! #InternationalFraudAwarenessDay
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On #WorldKindnessDay, let's unite as a global community and spread kindness, compassion, and empathy. Together, we can create a safer, more loving world for generations to come. One small act of kindness can inspire countless others to do the same. Let's make a difference, one kind act at a time. ???? #SpreadLove #MakeADifference
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Let's raise a glass to Happy Hour Day! ?? Take a moment to relax and unwind, but don't forget to be financially savvy. Set a budget and revel in the festivities without breaking the bank. Cheers to a memorable and responsible night out! #HappyHourGoals #FinanciallyFit #SipSavvy
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Honoring heroes who served our nation with bravery and dedication. Let's express our gratitude for their unwavering courage and commitment. Thank you, veterans and our own personal heros at Monarch. God Bless America! #VeteransDay #ThankAVet #HonoringOurHeroes
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