Mo
Monarch Financial Advisors
940 Paul Vista Dr, Loveland, OH 45140, United States
Comments
Me
Review №1

I loved working with Sue to get new personal life and disability insurance, as well as key person insurance for my business. She was super accommodating with my schedule to go through things, helped fill out an application with me over the phone when I was pressed for time and overwhelmed, and patiently followed up if things changed as we worked through multiple policies with two different companies. She made sure I was getting the best value and talked me through every step of the process. Sue is definitely someone you can trust and feel great about working with. Highly recommend!!

To
Review №2

Sue and I met through networking and she did an excellent job helping me understand the value of having life insurance to cover my business. She was fantastic at crafting a solution that met my budget and now my wife has nothing to worry about if something ever happens to me. Peace of mind is awesome!

Information
2 Comments
5 Rating
  • Address:940 Paul Vista Dr, Loveland, OH 45140, United States
  • Site:https://monarchfinancialadvisors.com/
  • Phone:+1 513-502-2637
Categories
  • Business management consultant
  • Financial planner
  • Investment service
Working hours
  • Monday:Closed
  • Tuesday:7am–6pm
  • Wednesday:7am–6pm
  • Thursday:7am–6pm
  • Friday:7am–6pm
  • Saturday:7am–6pm
  • Sunday:Closed
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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