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Survey Says

It's time to tell us how we're doing



We are incredibly grateful for your trust and partnership. As we embark on another year, we're committed to continually improving the experience we offer you. That's why your feedback is invaluable to us.


We want to hear directly from you! Your insights help us:

  • Strengthen our services: Understand what's working well and where we can do better.

  • Enhance communication: Ensure we're meeting your needs and proactively communicating updates.

  • Prioritize initiatives: Focus on what matters most to you and deliver the best possible value.

We've created a brief feedback survey that takes just a few minutes to complete. Your honest responses are truly appreciated and will be kept confidential. Click the picture below to start the survey and share your thoughts:



Thank you for being a part of our journey. Together, we can make Monarch Wealth Management even better!


If you haven't checked out my PennyWise Financial Podcast, watch a look at a clip from one of our shows with guest Liz Biehler from The Liz Harley Agency with Allstate in Victor, NY. Scroll down to watch the entire episode. It's available on all major podcast platforms like Apple, Google Spotify, and YouTube.



👇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.




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