Guide > Audit & Consulting in Indiana > Audit & Consulting in Fort Wayne > Monarch Capital Management Inc
Monarch Capital Management Inc
127 West Berry Street, Fort Wayne, IN 46802
Location & Phone number
127 W Berry St # 402, Fort Wayne, IN 46802, United States
About the Business
Monarch Capital Management Inc. is a finance institution located at 127 West Berry Street in Fort Wayne, Indiana, United States. As a Registered Investment Advisor with the Securities and Exchange Commission, we specialize in investing your portfolio directly into high-quality growth companies and bonds. Our personalized approach involves assessing your financial needs to create a customized investment strategy that aligns with your objectives, income needs, and tolerance for volatility.
In addition to managing your investments with prudence as a fiduciary, we offer services to help you plan for retirement, make financial decisions, save for education expenses, and be more charitable efficiently. Our fee structure is based on the size of your portfolio, and we do not charge commissions or sell products. With over 40 years of experience serving families in northeast Indiana, we strive to provide peace of mind and be a reliable resource for your financial well-being.
Please note that Monarch Capital Management, Inc. is registered with the SEC and operates in compliance with state registration requirements. The information presented on our website is believed to be accurate but should not be considered a complete analysis. We recommend consulting a professional advisor before implementing any investment strategies and seeking legal or tax advice from an attorney or tax professional.
Hyperlinks on our website are provided for convenience, and we do not take responsibility for information found on linked websites. Past performance is not indicative of future results, and all investment strategies carry risk. Asset allocation and diversification do not guarantee better performance or eliminate the risk of investment losses. For personalized investment advice and to learn more about our services, visit us at our office in Fort Wayne.
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I love the events they throw for their clients. They threw a customer appreciation event one day at the zoo for their clients. They even took them for a day trip up to Chicago to show how much they appreciate their customers on a separate occasion. I think that is an awesome thing to see!"
"My experience with Monarch has been nothing but positive! I love that every time you call, there is someone to answer the phone immediately. There's no automated robot that needs to be navigated. This group is the most caring when it comes to my financial decisions. Thanks guys"
"You will not find a better group of people that care more about your financial planning than Monarch. The amount of time and attention they give toward every customer is really refreshing. They are always available and their customer service is bar none. I see a negative review for them with no explanation and I noticed they also left a negative review for a totally different Monarch company out of Michigan that is a property management company. They clearly aren't a customer of Monarch Capital Management because I have no doubt they would have nothing but good things to say! Keep it up guys!"
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