monat wealth management

Monat Wealth Management gave us advice on things to invest in, how to save and spend money in retirement and helped us with a roll-over account. We couldn't be happier with her. It's a family business, and they have other offices. They don't sell you anything -- insurance or anything. They have vast knowledge and pull up different companies. They ask how much risk you want to take, if you're looking for income or growth or stability. They listen to what you want to do and then, take all your information and make recommendations. They make you feel like you are their only client, or the most important client. I never feel rushed and they never demand a decision right now. We think about it and go back. It's probably the more reassuring financial experience we've ever had. If you don't make money, they don't make money. I feel bad for people who go to the wrong person, who's just out to sell them a product that might not be good for them. She's very good at her job. They provide a shredding service for any important papers you need to dispose of. They've done identity theft workshops.