Fairport, New York – October 12, 2018 – Fairport Wealth Management, a subsidiary of Fairport Savings Bank has entered into a partnership with Monarch Wealth Management of Rochester, NY to offer a wide array of wealth management services including: brokerage, insurance and asset management. Monarch Wealth Management is a boutique wealth management group focused on individual and corporate investment planning services. This collaboration will offer services utilizing the Fairport Wealth Management name with expanded representation of an investment advisor in each of the bank’s five branches.
“Our new Fairport Wealth Management team includes seasoned Investment Advisors who share in building upon our legacy of responsible, local decision making, personal service and a commitment to providing customers with a highly personalized financial strategy to meet both short and long-term financial goals,” said Kevin Maroney, President and CEO of Fairport Savings Bank.
David Georgiv, Managing Partner of Monarch Wealth Management noted, “The culture of Monarch Wealth Management is one based upon mutual respect, a high level of collaboration, and sharing success with team members in the spirit of achieving overall growth and development for the company. Our team works together, everyone is “hands-on” and sincere in their commitment to delivering the highest level of objective service to clients. Our approach and our values are a good fit with Fairport Wealth Management.”
About Fairport Wealth Management
A wholly owned subsidiary of Fairport Savings Bank, Fairport Wealth Management offers a broad range of investment, insurance, and financial planning solutions. Clients are evaluated to determine suitable investment and insurance solutions to meet their wealth management goals.
About Monarch Wealth Management
Our mission is to get to know and understand client needs, wants, and long-term goals. Together, we will help develop, implement, and monitor a strategy that addresses each client’s individual situation.
Company Name: Fairport Savings Bank
Contact Person: Media Relations
Email: Send Email
Phone: (585) 223-9080
Address:45 South Main Street
State: NY 14450
Country: United States