If you're considering doing business with them, I can't give a louder endorsement. The best part is you'll feel no pressure at any time. They have never sold me a thing. They've always just showed me plans and ideas that make total sense, which isn't a "sale"...it's a no-brainer.
I have had the pleasure of the past few years to work with the men and women in this office. I can tell you without question that their hearts are in the right place, they truly want and desire to help people. They do a tremendous job of finding potential problems within a retirement plan and laying out multiple solutions, letting you the client make that decision. Not the other way around, like I've noticed elsewhere within this industry!
Stuart Vaughn has done a great job with my financial portfolio and was great at addressing MY concern about loosing money in the market. I'm excited to say that this guy is producing some return on my investments and I'm once again hopeful for my future retirement plans.
There are a lot of folks that can do this type of job. However, based on what I've experienced, there are few people who can do what these folks do to the high standard at which they do it, while still looking out for my best interests and addressing my concerns.
I have worked with a few Financial Advisors through the years, and I can unequivocally say that these gentlemen (and ladies) are the best I've ever interacted with. For them, your money isn't just money. It's your goals, your bucket list, and your security. They don't work with "bank accounts." They work with people. They get to you know you first and then they begin working on helping you achieve whatever it is that brought you into their office.
You could not ask for a more professional and courteous group that truly cares about you the client and what YOUR goals and objectives are. Trust me when I tell you, the second you step into their office you'll feel "at home." It's hard to describe, but whatever "it" is, they have it! If you're in the Tennessee area, consider yourself lucky to have found this group!
The Monarch Financial Group is a US Insurance Agency based in Chattanooga, Tennessee. The Monarch Financial Group is located at 2120 Northgate Park #203, Chattanooga, TN 37415, USA.
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