Peavine Capital Management
Mutual Securities, Inc.
I highly recommend the services of Monarch Advisor Solutions and the work of Mr. Joe Agresto in the highest possible terms. Joe was instrumental in helping our firm escape and transition from a captive financial advisory practice under one of the largest financial services companies’ banner to a fully independent RIA firm through his work at Fidelity.
Learning from Joe was like an epiphany. His deep knowledge of the architecture and plumbing of various financial structures, from traditional Broker/Dealers to RIAs was astounding. Still to this day, I cannot find anyone more knowledgeable on these issues.
Beyond his knowledge and skill, though is his humanity. It is rare enough to meet someone with Joe’s experience and knowledge; it is rarer still to find someone of such high integrity and professionalism. But don’t take our word for it. If you engage in even the shortest conversation with him, these traits will all become evident, and quickly.
If you are considering a change in your working structure, you would be wise to consult with Monarch and Joe Agresto. I cannot think of a more important first step. We did, and are still grateful for that serendipitous meeting.”
Haydel, Biel & Associates
DRH Investments, Inc.
Los Angeles, CA