Company Overview
- Headquarters
- 978 Home Plaza, Waterloo IA
- Website
- monatwealth.com
- Employees
- 7
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Monat Wealth Management
Monat Wealth Management is an independent financial planning firm located in Waterloo, Iowa. The company employs 7 people and generates an annual revenue of $2.5 million. Monat Wealth Management provides comprehensive financial planning services to clients, drawing on years of experience and expertise in the financial industry. Their team of highly qualified professionals specializes in addressing individual financial needs, offering tailored advice and guidance. As an independent firm, Monat Wealth Management prioritizes its clients' interests above all else. They do not have affiliations with any specific companies or investment product manufacturers, ensuring unbiased and objective recommendations. This independence allows them to provide clients with personalized financial solutions without conflicts of interest. For more information about Monat Wealth Management and their services, please visit their website at monatwealth.com. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC.
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