Monument Financial Group Boston

Financial Services • Boston, Massachusetts, United States • 1-10 Employees

Company overview

Headquarters	One Beacon St, 25th floor, Boston, MA 02108, US
Phone number	+18819517
Websites	nm.com monumentfinancialgroup.nm.com
NAICS	52
Keywords	Business Succession Planning, Wealth Management, Financial Planning, Estate Planning, Life Insurance Planning, Investment Strategies, Fee Based Financial Planning
Founded	2020
Employees	1-10

Key Contact at Monument Financial Group Boston

Lauren Pettersen

Director Of Operations

About Monument Financial Group Boston

Helping Create Your Financial Plan. Our team at Monument Financial Group is committed to excellence in the way we serve our clients and the proactive level of sophistication we bring to our client’s financial lives and beyond. You don’t need another advisor that calls you once a year and asks you what you need. YOU NEED A DEDICATED GUIDE, STRATEGIC CONSULTANT, AND THOUGHTFUL PARTNER. Our value doesn’t stop at financial expertise. When we ask our clients why they work with us above any other advisors in the country, this is what they tell us: WE’RE RELIABLE. When we say we’ll do something, we hold ourselves accountable to the result. WE’RE CONSISTENT. In good times and bad, you can trust us to be there, reminding you of the principles that will help drive success in your plan. WE’RE CONSULTATIVE. Beyond the execution of your plan, our role is to deliver effective education around the strategies designed to deliver the right results.

Monument Financial Group Boston revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Partner

Employees by Department

Monument Financial Group Boston has 5 employees across 1 departments.

Departments

Number of employees

Funding Data

Monument Financial Group Boston has never raised funding before.

Frequently asked questions

Monument Financial Group Boston is located in Boston, Massachusetts, US.

You can reach Monument Financial Group Boston at +18819517.

Monument Financial Group Boston was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Monument Financial Group Boston has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Monument Financial Group Boston

Lauren Pettersen

Director Of Operations

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