Monarch Wealth & Retirement Strategies

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

26565 Agoura Rd Ste 200, Calabasas, Cali...

Phone Number

(855) 529-4015

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About Monarch Wealth & Retirement Strategies

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Whether you're facing retirement or looking to better understand certain investment ideas we can help you address your most pressing financial questions.Explore more
Monarch Wealth & Retirement Strategies's Social MediaPopular SearchesThe Monarch TeamMonarch Wealth & Retirement ServicesMonarch Wealth & Retirement StrategiesMonarchwealthmonarchwealth.comSIC Code 62,628NAICS Code 52,523Show more

Monarch Wealth & Retirement Strategies Org Chart

PhoneEmail
KJ
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Chief Financial Officer & Founder

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Shawn McElderry, Chief Executive Officer & Manager, Wealth at Monarch Wealth & Retirement Strategies
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Chief Executive Officer & Manager, Wealth

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KS
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Manager, Wealth

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Compare Similar Companies to Monarch Wealth & Retirement Strategies

Compare insights from companies similar to Monarch Wealth & Retirement Strategies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Monarch Wealth & Retireme...

<$5M
1-10
Private
-
2019
KJ
Karla JensenChief Financial Officer & Founder
<$5M
1-10
Private
-
2005
Abraham Williams, Managing Partner at Hill Country Group
Abraham WilliamsManaging Partner
<$5M
1-10
Private
-
-
Katherine Praydick-Meo, President & Chief Financial Officer & Financial Professional at Meo Wealth Management
Katherine Praydick-MeoPresident & Chief Financial Officer & Financial Professional
<$5M
1-10
Private
-
2019
Andrew Mancuso, Wealth Advisor & President at Mancuso Wealth Management
Andrew MancusoWealth Advisor & President
<$5M
1-10
Private
-
-
MS
Mitchell SchaferLicensed Administrator
<$5M
1-10
Private
-
1998
CJ
Coty JonesFinancial Professional
<$5M
1-10
Private
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2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Monarch Wealth & Retirement Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Monarch Wealth & Retirement Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Monarch Wealth & Retirement Strategies.

Monarch Wealth & Retirement Strategies Tech Stack

A closer look at the technologies used by Monarch Wealth & Retirement Strategies

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Frequently Asked Questions Regarding Monarch Wealth & Retirement Strategies

What is Monarch Wealth & Retirement Strategies's official website?
Monarch Wealth & Retirement Strategies's official website is www.monarchwealth.com
What is Monarch Wealth & Retirement Strategies's Revenue?
Monarch Wealth & Retirement Strategies's revenue is <$5 Million
What is Monarch Wealth & Retirement Strategies's SIC code?
Monarch Wealth & Retirement Strategies's SIC: 62,628
What is Monarch Wealth & Retirement Strategies's NAICS code?
Monarch Wealth & Retirement Strategies's NAICS: 52,523
How many employees does Monarch Wealth & Retirement Strategies have?
Monarch Wealth & Retirement Strategies has 1-10 employees
What industry does Monarch Wealth & Retirement Strategies belong to?
Monarch Wealth & Retirement Strategies is in the industry of: Finance, Securities Trading
What is Monarch Wealth & Retirement Strategies competition?
Monarch Wealth & Retirement Strategies top competitors include: D & G Advisory Group, Hill Country Group, Meo Wealth Management, Kiefer Financial Group
What technology does Monarch Wealth & Retirement Strategies use?
Some of the popular technologies that Monarch Wealth & Retirement Strategies uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
Who is the CFO of Monarch Wealth & Retirement Strategies?
Monarch Wealth & Retirement Strategies's CFO is Karla Jensen
How do I contact Monarch Wealth & Retirement Strategies?
Monarch Wealth & Retirement Strategies contact info: Phone number: (855) 529-4015 Website: www.monarchwealth.com
What does Monarch Wealth & Retirement Strategies do?

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Whether you're facing retirement or looking to better understand certain investment ideas we can help you address your... most pressing financial questions.Read More

What are Monarch Wealth & Retirement Strategies social media links?
Monarch Wealth & Retirement Strategies Linkedin page Monarch Wealth & Retirement Strategies Twitter page Monarch Wealth & Retirement Strategies Facebook page
Is Monarch Wealth & Retirement Strategies a public company?
Monarch Wealth & Retirement Strategies is private company therefore does not currently have an official ticker symbol
See more information about Monarch Wealth & Retirement Strategies

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