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Monarch Wealth Management, LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Monarch Wealth Management, LLC operates in the investment management sector with a holistic approach to personal finance. It aims to understand each client's needs, goals, and long-term plans to design, implement, and monitor a tailored strategy. Its services cover retirement planning and estate planning, while addressing day-to-day financial challenges such as debt management and saving for college.

Based in Rochester, New York, the firm emphasizes a client-focused, collaborative, team-oriented culture. Securities and advisory services are offered through LPL Financial, a registered investment adviser, with oversight under FINRA and SIPC.

Find Monarch Wealth Management, LLC employees' phone numbers or email addresses

Monarch Wealth Management, LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Monarch Wealth Management, LLC's Leadership

  • Stylized image of a person
    K. B.
    Preferred Partner
    Phone icon
    Mobile Phone

Monarch Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Monarch Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Preferred Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Monarch Wealth Management, LLC known for?

Minus sign iconPlus sign iconMonarch Wealth Management, LLC was founded in 2014 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-585-484-****
. Explore Monarch Wealth Management, LLC's company overview page for more information.

What is Monarch Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconMonarch Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Monarch Wealth Management, LLC email formats with LeadIQ.

How many employees does Monarch Wealth Management, LLC have currently?

Minus sign iconPlus sign iconMonarch Wealth Management, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Monarch Wealth Management, LLC's key employees and leadership?

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As of July 2026, Monarch Wealth Management, LLC's key employees include:

  • Preferred Partner: K. B.

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