Our Services

The financial management process at Mark Monreal & Associates begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make. Consulting Services Provided Through Mark Monreal & Associates:

1) Business Planning and Management
2) Cash Flow and Debt Management
3) Computer Network, Computer Hardware & Software, and Phone Systems Consulting
4) Estate Planning
5) Financial Planning
6) Tax Consulting
7) Insurance Consulting
8) Investment Consulting
9) Employee Benefit Plan Consulting, Including: Incentive Programs Group Health Programs Retirement Plans
10) Planning For Children`s Education
11) Charitable Giving

Financial Services Provided Through Mark Monreal & Associates:

1) Insurance Brokerage (Auto, Home, Life, Health, and Business)
2) Real Estate Brokerage and Leasing
3) Investment Advisory Services 
4) Employee Benefit Plan Design and Implementation 
5) Individual and Group Retirement Plans 
6) Payroll Services
7) Tax Return Preparation
8) Residential and Commercial Loans



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