Mona Puch Financial Representative

Mona Puch Financial Representative Getting organized; it’s the crucial first step to see exactly where you stand financially and make improved financial decisions.

I value relationships based on trust and service as a financial professional. I empower families and business owners to protect and grow their wealth through financial guidance and education. To me, legacy and wealth are about more than money; it is time with the people you love, freedom to say yes to the things you want to, and making an impact with what we have. After 14 years of protecting comm

unities and families as a law enforcement officer, my intentional focus is living a life of faith, humble service, and purpose. I have a heart for veterans, First Responders, and families dealing with aging parents. I am involved in several community organizations and am especially passionate about big dogs and beach vacations. I have an associate’s degree in law enforcement, a bachelor’s degree in criminal justice, and am an M.DIV candidate at Liberty Univ. Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian.

Even low inflation rates can pose a threat to investmentreturns.
07/13/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

When considering a record keeping system for your business, you need to ask yourself some very important questions
07/11/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
07/06/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
07/04/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Teens might not have much money, but it's important for them to be responsible with the cash they do have.
06/29/2026

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
06/27/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
06/22/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Could financial stress be undermining your well-being? If you’re trying to practice healthy habits but still feel anxiou...
06/20/2026

Could financial stress be undermining your well-being? If you’re trying to practice healthy habits but still feel anxious and emotionally overwhelmed, financial stress may be to blame

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
06/15/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
06/13/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

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Fort Myers, FL
33912

Telephone

(651) 283-2962

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