Monarch Investment Advisors

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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 October, let's unite in support of those impacted by breast cancer, their families, and those currently battling th...
10/21/2026

This October, let's unite in support of those impacted by breast cancer, their families, and those currently battling the disease. Together, we can create a network of strength, resilience, and hope.

Monarch Investment Advisors hosts regular Walking Wednesdays. Stay tuned for our next meetup in the Boston area!

đź’ž

A Season of Change. A Fresh Start for Your Financial Future.Fall reminds us that change can be beautiful—and that every ...
10/16/2026

A Season of Change. A Fresh Start for Your Financial Future.

Fall reminds us that change can be beautiful—and that every new season brings an opportunity for growth.

October is Financial Planning Month, making it the perfect time to reflect on where you are, celebrate how far you've come, and take intentional steps toward where you want to be.

Just as the trees prepare for a new season, your financial plan should evolve with your life. Whether you're approaching retirement, navigating a life transition, or simply ready for a fresh perspective, thoughtful planning can help turn today's decisions into tomorrow's possibilities.

Estate Planning Isn't Just for the Wealthy. It's for Everyone! đź’śYour legacy is about more than what you leave behind. It...
10/14/2026

Estate Planning Isn't Just for the Wealthy. It's for Everyone! đź’ś

Your legacy is about more than what you leave behind. It's about protecting the people you love and ensuring your wishes are honored.

Join Chiquita Rice of Monarch Investment Advisors for our next Monarch Minute webinar!

đź“… Wednesday, October 28, 2026
⏰ 12:00–12:30 PM ET
đź’» Free Virtual Webinar

We'll simplify estate planning essentials, explore common mistakes to avoid, and introduce Monarch's signature estate planning process—designed to bring clarity, confidence, and purpose to your planning.

Whether you're just getting started or it's time to revisit your plan, this conversation is for you!

Your legacy deserves a plan.

đź”— Register today to save your spot!

https://www.monarchinvestmentadvisors.com/events

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By ...
10/14/2026

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By staying informed and taking proactive steps, we can empower ourselves and our loved ones in the fight against breast cancer. đź’Ş

Honoring Indigenous Peoples DayToday, Monarch Investment Advisors recognizes Indigenous Peoples Day - a time to honor th...
10/12/2026

Honoring Indigenous Peoples Day

Today, Monarch Investment Advisors recognizes Indigenous Peoples Day - a time to honor the rich histories, diverse cultures, and lasting contributions of Native American and Indigenous communities.

We celebrate the traditions, resilience, and wisdom passed down through generations while recognizing the importance of preserving cultural heritage and creating opportunities for future generations.

At Monarch, we believe that legacy is about more than what we leave behind. It's about the values, knowledge, and opportunities we pass forward.

May today inspire us to listen, learn, and celebrate the communities whose stories are an essential part of our nation's history.

Estate Planning Isn't Just for the Wealthy. It's for Everyone!Your legacy is about more than what you leave behind. It's...
10/10/2026

Estate Planning Isn't Just for the Wealthy. It's for Everyone!

Your legacy is about more than what you leave behind. It's about protecting the people you love and ensuring your wishes are honored.

Join Chiquita Rice of Monarch Investment Advisors for our next Monarch Minute webinar!

đź“… Wednesday, October 28, 2026
⏰ 12:00–12:30 PM ET
đź’» Free Virtual Webinar

We'll simplify estate planning essentials, explore common mistakes to avoid, and introduce Monarch's signature estate planning process—designed to bring clarity, confidence, and purpose to your planning.

Whether you're just getting started or it's time to revisit your plan, this conversation is for you!

Your legacy deserves a plan.

đź”— Register today to save your spot!
https://www.monarchinvestmentadvisors.com/events

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this dise...
10/07/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. đź’—

Have you ever been curious about how Life Insurance can add value to your financial tool kit? If so, join us on Wednesda...
09/16/2026

Have you ever been curious about how Life Insurance can add value to your financial tool kit? If so, join us on Wednesday, September 30 at 12:00 for a short but insightful webinar.

Register at monarch-ia.com/events

Research shows that 42% of households would face financial hardship within six months should a wage earner die unexpecte...
09/10/2026

Research shows that 42% of households would face financial hardship within six months should a wage earner die unexpectedly. Even worse, 25% would suffer financially within a month. Protect those you love – learn about life insurance today!



Source: 2021 Insurance Barometer Study, LIMRA and Life Happens

"Nothing ever comes to one that is worth having except as a result of hard work." (Booker T. Washington) We appreciate t...
09/07/2026

"Nothing ever comes to one that is worth having except as a result of hard work." (Booker T. Washington) We appreciate those who work hard every day. Happy Labor Day!

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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