Monarch Wealth Management, LLC - Rochester (NY)

Timothy Baker I walked into the branch today, maybe 1:30 pm. I had some cash in hand and a couple of checks for deposit. A young man met me at the door, asked what I wanted to do... he then directed me towards the e-teller machine in the back, I said I just wanted to make a simple deposit, "Cant I wait for this young lady here in the front to be finished with the person shes assisting...?". He said no, I needed to sign in at the kiosk (make an appointment). So after doing that (no option to select for "Make Deposit" at kiosk so he checked "Account Maintenance" for me) I waited for several minutes behind others who were waiting for loans/etc., I finally left and drove to the Commerce Park Dr. walked in to a live teller, made my deposit - done. If youre looking to do some simple, quick banking with a live in-person teller, this isnt your spot.

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

putrid filth Not sure of one of the bank managers name but he was really helpful resolving an issue with my elderly grandmothers account, very professional and compassionate. Some dude with red hair and a beard? thanks dude who ever you are!

Mo O Great place workers are friendly and helpful never had a problem and its also never very crowded very fast dont go anywhere else!

Jo Ann G David has been doing my taxes for years. So much better than trying to do them myself.

Wanda Miller Best bank around.