Dashboard
Messages
Overview
Services
Location
Prices
Reviews
Monarch Wealth Management
Ny State Campus, Albany

Expert tax accountant
 : 
Monarch Wealth Management

Ny State Campus, Albany

Prices

Contact this professional to discuss your project details and price.
About Monarch Wealth Management
Professional experience
Slide 1: [Slide title: Monarch Wealth Management - Rochester, NY Financial Advisors] [Slide description: Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.] Welcome to Monarch Wealth Management, a leading financial advisory firm based in Rochester, NY. We specialize in providing comprehensive wealth management solutions to help our clients achieve their financial goals and protect their assets. With our expertise and commitment to excellence, we strive to be a reliable resource for individuals and businesses alike. Slide 2: [Slide title: Meet David T. Georgiev, MBA - Managing Partner | Financial Advisor] [Slide description: Office: (*information hidden*| Cell: (*information hidden*| Toll-Free: (*information hidden*] At Monarch Wealth Management, we are proud to have David T. Georgiev, MBA, as our Managing Partner and Financial Advisor. With years of experience in the industry, David brings extensive knowledge and expertise to help our clients navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or seeking professional guidance, David and his team are here to assist you every step of the way. Slide 3: [Slide title: Diana Lougen - Managing Partner - Monarch Wealth Management, LLC] [Slide description: Buffalo, New York, United States · Managing Partner · Monarch Wealth Management, LLC] We are excited to introduce Diana Lougen as our Managing Partner at Monarch Wealth Management, LLC. Diana's areas of specialty include working with individuals and business owners to help educate them on how to create a solid financial plan to grow and protect their wealth. With a client-centric approach, Diana and her team strive to ensure that each client's unique financial goals are met with personalized solutions. Slide 4: [Slide title: Lin and her Team at Monarch Wealth Management - Lakeway, TX] [Slide description: Monarch Wealth Management, Lakeway · Wealth Management, Tax Efficient] Monarch Wealth Management, based in Lakeway, TX, is led by Lin and her team. They have extensive experience with a tailored approach to investment management and tax-efficient strategies. Lin and her team take pride in assisting a select group of affluent clients in achieving their financial goals, while minimizing their tax liabilities. With their expertise and commitment to personalized service, Monarch Wealth Management is dedicated to helping clients preserve and grow their wealth. Slide 5: [Slide title: The Lord Monarch Group | Morgan Stanley Wealth Management] [Slide description: Competent, Reliable Resource | Knowledge, Skill Level, Experience, and Commitment] At The Lord Monarch Group, a division of Morgan Stanley Wealth Management, we strive to be a competent and reliable resource for our clients. Our team of professionals offers a wealth of knowledge, skill, and experience to provide the highest level of service. With a strong commitment to our clients' financial success, we work diligently to deliver tailored solutions that align with their unique needs and goals. Thank you for joining us in this presentation. We look forward to the opportunity to serve you and help you achieve your financial dreams with Monarch Wealth Management.

Reviews

• 0.0 • No reviews

Reviews

•
0.0 • No reviews
0.0
Just joined StarOfService
  • 5
    5 stars
    0%
    0
  • 4
    4 stars
    0%
    0
  • 3
    3 stars
    0%
    0
  • 2
    2 stars
    0%
    0
  • 1
    1 star
    0%
    0

Location

Ny State Campus, Albany (12226)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
Trending in Bronx
You might also like
AccountingInsurance brokerageVenue rentBusiness consultingBodyguard servicesDocument destructionSecurity guard servicesAdministrative supportTelemarketingDigital marketingAdvertisingSocial media marketingFlyer distributionDirect mail marketingHr and payroll servicesCredit repairMarketingTelemarketing and telesalesCredit collections serviceBanking services
Similar services
Statistical analysisData destructionCustomer service representationRecruitingFranchise consulting and developmentSignage and billboardsData entryShipping serviceEmail managementTelesalesSignageVending machine servicesWater dock servicesBillboardsMerchant service and payment processingMerchandising servicesLoan signing servicesAuctioneeringEmail marketingText message marketing
Do you have any questions for Monarch Wealth Management?Explain your goals and requirements or ask for the additional information you need to make a decision.
To protect your payment, never transfer money or communicate outside of StarOfService.