Thanks for joining us to Celebrate
An Enhanced Client Experience is Coming
On Wednesday, October 25th, we held a ribbon-cutting ceremony to celebrate the renovation of our new office and our investment in technology and systems to enhance our overall client experience. We were thrilled to be joined by our clients, friends, family, contractors, and everyone from the local chamber who came out to support us.
We are so grateful for the support of our community as we embark on this new chapter in our business. The renovation of our office has created a more modern and welcoming space for our clients and employees. The investment in new technology and systems will allow us to better serve our clients and provide them with the best possible experience.
We would like to extend a special thank you to the following people for their contributions to the success of our ribbon-cutting ceremony:
Our clients: for your continued support and trust in our business.
Our friends and family: for your encouragement and support.
Our contractors: for your hard work and dedication in completing the renovation of our office on time and within budget.
The local chamber: for your support of our business and our community.
We are excited to start this new chapter in our business and to continue providing our clients with the best possible service. Thank you again for your support!
How Our New Office and Investment in Technology Will Enhance Your Client Experience
Our new office is designed to be more welcoming and comfortable for our clients. Our entrance is now wheelchair accessible with a ramp and wider entrance. We have created a new reception area with plenty of seating, as well as a conference room that can be used for meetings or presentations. We have also installed new technology and systems throughout the office, including a state-of-the-art video conferencing system, Gig Speed Hardwired internet, and a comfortable meeting room for less formal meetings.
Our investment in new technology and systems will allow us to better serve our clients in the following ways:
We will be able to process your requests more quickly and efficiently.
We will be able to provide you with more detailed and accurate information.
We will be able to offer you more personalized and customized services.
We are committed to providing our clients with the best possible experience. We believe that our new office and investment in technology will help us to achieve this goal.
Thank You for Being a Part of Our Community
We are grateful for the support of our community as we embark on this new chapter in our business. We are committed to providing our clients with the best possible service and to being a valuable asset to our community.
Thank you again for your support! The Monarch Family
If you haven't checked out my PennyWise Financial Podcast, watch a look at a clip from our latest show with guest Frank DeSantis from Salvatore's Barber Shop in Chili, NY. Scroll down to watch the entire episode. It's available on all major podcast platforms like Apple, Google and Spotify.
👇Or click below to watch the full Episode
Everyone wants to offer advice. We hope you have the right person. A trusted person to guide you on your path to achieving your goals. If you're not working with the right team or want a second opinion, we hope you consider our services. Follow our content to learn more about our process, and investment philosophy and hear real-life accounts of what our clients are dealing with and how we help them.
And that's only the beginning. Reach out and schedule a consultation to discuss your situation. We'll walk you through your options and help you make the right choice for your goals. Click below to listen to the latest PennyWise Financial Podcast and hear more commentary on the stuff you need to know, and much more. Check out another episode below or view our catalog of videos by clicking the button linked to our channel.
Want to learn more? Follow our latest market commentary, firm updates, or anything financial via our blog, Podcast or Vlog.
Listen on your favorite platform:
