Monarch Solutions-Chicagoland
-
6870 Rote Rd.
, Unit 103
Rockford, Illinois 61107 - (815) 847-6229
- Website
Hours
Chamber Rating
-
Adam Rossman
Being self-employed, it's so nice to have someone I can trust to give the advice that I need. Also, they made it super easy once I felt like I had the info I needed and was ready to pull the trigger!
Nov 1st, 2023 -
Dolores Brooks
A very enjoyable time with Palmer and a good update with him and Kevin. They are professional and easy to work with.
Oct 26th, 2023 -
Alfreda Parham
My Life Insurance review was very successful. All my questions and concerns were answered. It was a pleasure meeting and talking with Kevin Klaas.
Oct 18th, 2023 -
Barb Cox
Kevin and Palmer were extremely professional, knowledgeable and so easy to work with. My husband and I could not have been more pleased with the services we received and we highly recommend Monarch Solutions.
Aug 10th, 2023 -
Brenda Hill
Carol Irvin was so helpful and kind and knowledgeable. Every time I cal she is there and if she doesnt know the answer she finds it out for me. I would recommend her to anyone, she is amazing. The people at the company were very nice as well.
Feb 7th, 2023
About
Monarch Solutions-Chicagoland
• At Monarch we love to EDUCATE, INSPIRE and PROTECT. This love affects every aspect of the way we interact with our clients and maintain high trust relationships with them and their financial team long term. • Our firm specializes in helping very high net worth and ultra-affluent individuals, families and business owners in the areas of tax analysis, tax savings strategies, income planning and wealth transfer. We also help those with strong income to find ways to set aside additional pre-tax dollars and develop strategies for creating tax-free income streams long term through the utilization of vehicles such as the “Personal Pensionâ€. • One of our core competencies at Monarch is being able to work alongside our client’s financial team which typically includes their Wealth Manager (financial advisor), CPA and Attorney to develop strategies that are in the best interest of the client. Since our solutions and area of discipline don’t compete with the other members of the financial team we are uniquely positioned to work closely with these advisors and provide unity and synergies amongst the financial team that, in the end, bring tremendous value to our clients.
Contact Info
- (815) 847-6229
- [email protected]
- Website
Products
- Life Insurance
Languages
- English
Specialities
- Analysis of Lifetime Needs Access
- Assessment of Current Contracts
- Business Planning Solutions
- Chicagoland Office
- Cost of Insurance (COI) Schedule Review
- Dallas Office
- Executive and Corporate Benefits
- Fax
- Financial Advice Identification of Guarantees
- Income Planning
- International Planning
- Insurance Services
- Personal Pension
- Projected Future Premium Obligations and Requirements
- Retirement and Longevity Planning
- Review of Current Insurer's Financial Strength
- Review of Current Ownership and Beneficiary Designation
- Search for Home, About, Services, Contact, Introductions
- Specialty Expertise in Premium Finance, Private Placement, Captives
- Esop's and Other Unique Solutios
- Tax Analysis
- Tax Savings Strategies
- Wealth Transfer and Estate Planning
- Wealth Transfer
Questions & Answers
Q What is the phone number for Monarch Solutions-Chicagoland?
A The phone number for Monarch Solutions-Chicagoland is: (815) 847-6229.
Q Where is Monarch Solutions-Chicagoland located?
A Monarch Solutions-Chicagoland is located at 6870 Rote Rd., Unit 103, Rockford, Illinois 61107
Q What is the internet address for Monarch Solutions-Chicagoland?
A The website (URL) for Monarch Solutions-Chicagoland is: https://monarchsolutionsinc.com/
Q What days are Monarch Solutions-Chicagoland open?
A Monarch Solutions-Chicagoland is open:
Thursday: 9:00 AM - 4:00 PM
Friday: 9:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 4:00 PM
Tuesday: 9:00 AM - 4:00 PM
Wednesday: 9:00 AM - 4:00 PM
Q How is Monarch Solutions-Chicagoland rated?
A Monarch Solutions-Chicagoland has a 5.0 Star Rating from 34 reviewers.
Hours
Ratings and Reviews
Monarch Solutions-Chicagoland
Overall Rating
Overall Rating
( 34 Reviews )Adam Rossman on Google
Being self-employed, it's so nice to have someone I can trust to give the advice that I need. Also, they made it super easy once I felt like I had the info I needed and was ready to pull the trigger!
Dolores Brooks on Google
A very enjoyable time with Palmer and a good update with him and Kevin. They are professional and easy to work with.
Alfreda Parham on Google
My Life Insurance review was very successful. All my questions and concerns were answered. It was a pleasure meeting and talking with Kevin Klaas.
Barb Cox on Google
Kevin and Palmer were extremely professional, knowledgeable and so easy to work with. My husband and I could not have been more pleased with the services we received and we highly recommend Monarch Solutions.
Brenda Hill on Google
Carol Irvin was so helpful and kind and knowledgeable. Every time I cal she is there and if she doesnt know the answer she finds it out for me. I would recommend her to anyone, she is amazing. The people at the company were very nice as well.
Overall Rating
Overall Rating
( 34 Reviews )Write a Review
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