Monarch Investment Advisors

Monarch Investment Advisors Helping you BUILD and PROTECT your wealth Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC.

RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. 🇺🇸

Their courage, dedication, and legacy remind us of the importance of protecting what matters most — our families, our futures, and the freedoms we cherish.

As we gather with loved ones this weekend, Monarch Investment Advisors extends heartfelt gratitude to those who served and to the families who carry their legacy forward.

Wishing you a meaningful and peaceful Memorial Day.

We’re excited to share that Chiquita Rice and Monarch Investment Advisors are now accepting clients in Maine! Monarch pr...
05/18/2026

We’re excited to share that Chiquita Rice and Monarch Investment Advisors are now accepting clients in Maine!

Monarch provides personalized Wealth Management, Retirement Income Planning and Insurance Planning services designed to help women and high-achieving professionals build, protect, and enjoy the wealth they’ve worked hard to create.

Whether you’re preparing for retirement, looking for a second opinion, or seeking a more intentional financial strategy, we’d love to connect.

đź“Ť Now serving clients in Maine
đź“… Complimentary Financial or Insurance Consultations available. Visit https://go.oncehub.com/ChiquitaRiceclientmeetings

Helping you build and protect your wealth - so you can enjoy the sweetness of life.

Big transitions deserve thoughtful financial decisions.If you have a retirement plan from a previous employer, this sess...
05/15/2026

Big transitions deserve thoughtful financial decisions.

If you have a retirement plan from a previous employer, this session will help you understand your options and move forward with confidence.

đź“… May 20 at 12:00 PM
đź’» Zoom

We’d love to have you join us—and help you continue to enjoy the sweetness of life.

Register: https://www.monarchinvestmentadvisors.com/events

Left a job? Don’t leave your money behind.Before you roll it over, cash it out, or leave it where it is - make sure you ...
05/10/2026

Left a job? Don’t leave your money behind.

Before you roll it over, cash it out, or leave it where it is - make sure you understand what each option really means.

We’ll break it down simply!

đź“… May 20 | 12 PM | Zoom

Register: https://www.monarchinvestmentadvisors.com/events

Today we celebrate the strength, wisdom, and love of mothers everywhere. As a financial advisor, I’m continually inspire...
05/10/2026

Today we celebrate the strength, wisdom, and love of mothers everywhere. As a financial advisor, I’m continually inspired by the dedication and foresight that so many moms bring to their families—and their finances.

Whether you're budgeting for college, planning for retirement, or building generational wealth, your hard work and planning make a lasting impact.

To all the incredible moms out there: thank you for everything you do. Wishing you a joyful and well-deserved day of appreciation!

Left a job and not sure what to do with your retirement plan?You have options and the right choice can make a big differ...
05/05/2026

Left a job and not sure what to do with your retirement plan?

You have options and the right choice can make a big difference over time.

Join us for a quick, informative webinar to walk through your next steps.

đź“… May 20
⏰ 12:00 PM
Register: https://www.monarchinvestmentadvisors.com/events

“Build it. Protect it. Grow it.” - IRA Deep DiveJoin us for a powerful conversation on retirement strategy TOMORROW!Wedn...
04/22/2026

“Build it. Protect it. Grow it.” - IRA Deep Dive

Join us for a powerful conversation on retirement strategy TOMORROW!

Wednesday, April 22
12:00 - 12:30 pm

We’ll cover:
âś” Roth vs. Traditional (similarities and differences)
âś” Tax treatment of IRA contributions now and later
âś” How to avoid common IRA mistakes
This is about clarity, confidence, and control over your financial future.

Your IRA isn’t just an account—it’s a strategy.

đź”— Save your spot: https://www.monarchinvestmentadvisors.com/events

A tax refund can be a welcome surprise, but deciding what to do with it matters.From tackling high-interest debt to cont...
04/21/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters.
From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.



Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

“Build it. Protect it. Grow it.” - IRA Deep DiveJoin us for a powerful conversation on retirement strategy.Wednesday, Ap...
04/16/2026

“Build it. Protect it. Grow it.” - IRA Deep Dive

Join us for a powerful conversation on retirement strategy.

Wednesday, April 22
12:00 - 12:30 pm

We’ll cover:
âś” Roth vs. Traditional (similarities and differences)
âś” Tax treatment of IRA contributions now and later
âś” How to avoid common IRA mistakes
This is about clarity, confidence, and control over your financial future.

Your IRA isn’t just an account—it’s a strategy.

đź”— Save your spot: https://www.monarchinvestmentadvisors.com/events

Address

Needham Heights, MA
02494

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16177292700

Website

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