Main Office
2418 Lee St.
Greenville, TX 75401
Plano Office
101 E. Park Blvd.
Floor 6
Plano, TX 75074
Mailing Address
P.O. Box 1710
Chandler, TX 75758
Main Office Phone Number
(469) 933-1125
Corporate Phone Number
(760) 892-8440
Fax
(800) 496-2375
Licensed Financial Professional. Insurance and annuities offered through Brigette Engstrom, TX Insurance License #1342681
Blue Monarch Financial, Inc., DBA: Blue Monarch Financial Services
Investment advice offered through Blue Monarch Financial, Inc., (“BMF”), a Texas state-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness. BMF does not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BMF’s website or incorporated herein, and takes no responsibility; therefore. All such information is provided solely for convenience purposes.
Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance does not guarantee future results.
BMF investment products are not FDIC insured, may lose value, and are not bank guaranteed. BMF offers a broad range of investment advisory services (including financial planning) and other services.
Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.
For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review BMF’s Disclosure Brochure (Form ADV Part 2A), available upon request from BMF and online at https://adviserinfo.sec.gov/.
We also encourage you to review the BMF’s Privacy Policy and Code of Ethics, which are available upon request. Additional information about BMF and our advisors is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for Blue Monarch Financial Inc, or by our CRD number 330561.
By submitting your personal information, you consent to be contacted by a team member of BMF. Any subsequent, direct communication by BMF with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Market Guard® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard® does not offer advice or enter into fiduciary relationships.
| Company | Contact | Country |
|---|---|---|
| Alfreds Futterkiste | Maria Anders | Germany |
| Centro comercial Moctezuma | Francisco Chang | Mexico |
| Ernst Handel | Roland Mendel | Austria |
| Island Trading | Helen Bennett | UK |
| Laughing Bacchus Winecellars | Yoshi Tannamuri | Canada |
| Magazzini Alimentari Riuniti | Giovanni Rovelli | Italy |