Local Financial Services Firms Merge to Form Insight Investments & Insurance
Locally owned and operated financial firms, Monarch Financial Group and Financial Management Group, Inc., announce their recent merger. The merger brings together five financial advisers, operating under the new business name Insight Investments & Insurance.
For 25 years, Monarch Financial Group has provided financial advisory services to individuals and businesses. The Financial Management Group was founded in 1986 and specializes in retirement and investment planning. The main service areas of Insight Investments & Insurance now include retirement planning, investment planning, insurance planning and business planning.
“We have all known each other for many years – we have even worked alongside each other – and the time has come to combine our practices to better meet the diverse investment and insurance needs of our clients,” said Bill Bowman. âBy bringing together our complementary skills, we are a more complete firm and can offer our clients even greater access to products and expertise.
âThis merger opens up more opportunities for the people and businesses we serve,â said Stuart Vaughn. âHe also brings together nearly 120 years of combined experience in financial services. We are all very team oriented and share the goal of wanting to do what is best for each client. Working together will make us even more efficient in meeting the specific needs of our customers.
Insight Investments & Insurance’s advisory team includes: Bill Bowman, Registered Director; Brent Bowman, planner; Herb Broadwater, insurance consultant; Scott Patton, financial planner; and Stuart Vaughn, financial planner.
Teresa Brazier and Nikki Flis support Insight Investments & Insurance advisors, who have served clients in the industry for 30 years.
For more information or to contact Insights Investments & Insurance, call 475-6024 or 877-2535.