Monolith Financial Group

Monolith has been advising us on our financial affairs for many years. We appreciate the time and detail Jeff and Camille provide to ensure our financial security. The Monolith team is very friendly, professional, and easy to work with. We are very grateful for their services.

I immediately felt so welcome and comfortable with Monolith discussing my future financial plans. I am so appreciative of the advice and knowledge they provided. Camille and Jeff were so responsive and trustworthy. I highly recommend this company as they put so much time and effort into each client!

Have had Monolith Financial as our financial planner for about 13 years. It is a family business that cares about your retirement. They make you feel like you are part of their family. They take the time to explain how they invest your money to get you the best return, and to make sure what your investment comfort level is. They don't just take your money and invest it until they are sure you are happy and understand the plan for your money that you help create.

Love Camille & Jeff's friendly demeanor and atmosphere. Both very professional & make my husband and I feel special and appreciated. I love watching Jeff & Camille work together as a professional team in addition to the evident affection between father-daughter.

They always encourage questions and are ready to explain in various ways to assure we understand.

I trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a rare Cancer diagnosis. Jeff and Camille took the time to ZOOM with my 2 children & adult granddaughter, who incidentally, is also a client of Monolith. They explained and encouraged questions about the plan I chose for them as beneficiaries in a relaxing, calm atmosphere.

I love Monolith for many reasons and highly recommend them. They are moral and honest.

Thanks Monolith

Jeff and Camille are great to work. They have helped us tremendously
over the years. We are lucky to have found them for handling our retirement. I highly recommend Monolith Financial Group.