Monolith Financial Group
(19 Reviews)
Your retirement should be a time of freedom and excitement, not confusion and uncertainty. At Monolith Financial Group, we know you have questions, and we want to help empower you to make the most appropriate decisions for your financial future. Check out our new book:
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Highlights
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In Business Since 2010
Sentiment Analysis
It is a family owned and operated business and they care!
We have had other advisors, but Jeff and his associates fully explain and confirm that we understand everything before any attempt to ask for a commitment.
We are lucky to have found them for handling our retirement
I always ask "just one more question" and they always treat me as tho they have nobody else to take care of and all the time in the world to address my concerns.
A few options were later presented and discussed and now I'm extremely happy and comfortable with my future.
I trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a rare Cancer diagnosis.
They don't just take your money and invest it until they are sure you are happy and understand the plan for your money that you help create.
Positive Responsiveness, Quality, Professionalism, Value
Jeff Mitchell and company are true professionals in every sense of the word.
I immediately felt so welcome and comfortable with Monolith discussing my future financial plans.
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