Bridge the Gap Between Your Financial Goals and Reality
From retirement plans to real estate strategies, we tailor solutions to secure your tomorrow – today.
Financial Analysis
We provide an analysis of your current financial situation and help individuals and business owners to identify financial goals and concerns.
Professional Team
We have top professionals who would work with you to discover your goals and develop a strategy to help you achieve it successfully.
Financial Management
Whether you’re a fresh start-up or well-established enterprise, continued operational foresight can help ensure your success and your roadmap for the future. We offer an array of insurance products designed to help meet your needs.
About Us
Discover The World of Financial Management
At Monastra Financial Group we provide an analysis of your current financial situation and help individuals and business owners to:
- Identify financial goals and concerns.
- Illustrate what is being done to reach your goals and deal with concerns.
- Identify gaps, if present, and offer solutions to fill them.
Our Services
What We Offer
Expert financial services to take you from where you are to the life you want to live.
Advisor Services
Tailored financial guidance to grow and protect your wealth.
Estate strategies
Preserve your legacy with tax-efficient wealth transfer.
Retirement analysis
Smart strategies for a secure, worry-free retirement.
Trust services
Expert management of assets for your beneficiaries’ security
Business Continution Strategy
Seamless transitions to safeguard your business’s future.
25 Years Trusted
With Big Companies
As a result of our competence, many companies have trusted us with their financial processes and we have always delivered outstanding results.
- Planning your Future Better
- Financial planning for safe investment
- Experience a brand new financial attitude
- Your financial matters according to our plans
“Too many people spend money they earned to buy things they don’t want, to impress people that they don’t like.”
Meet With
Expert Advisor
Meet our top advisors, with years of professional experience and education. They are able to foresee any financial mistake and guide you to making appropriate decisions to avoid them.
Anthony Degli Obizzi Jr.
Financial Partner
Michael S. Monastra MBA, CLU, ChFC
Managing Partner
Bring A New Experience To Your Investment
You’ll always make decisions based on your level of exposure. If it is limited you won’t make the best decisions. We bring better experience and result.
Latest News
Find out latest news and trends that could impact the world of finance.
Retroactive Social Security Benefits: A Chance to Turn Back Time
Did you know that if you postpone claiming Social Security past your full retirement age, you have the option…
Year-End 2024 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year. Set…
The Economic Impact of an Aging World
During the week of June 10, 2024, French markets were rocked by a government bond sell-off after a strong…