Local Financial Services Firms Merge Forming Insight Investments & Insurance Friday, March 12, 2021
The Insight Investment & Insurance team. From left, Herb Broadwater, Brent Bowman, Stuart Vaughn, Scott Patton and Bill Bowman.
Locally owned and operated financial firms, Monarch Financial Group and Financial Management Group, Inc., announce their recent merger. The merger brings together five financial advisors, operating under the new business name Insight Investments & Insurance.
For 25 years, Monarch Financial Group has provided financial advisory services to individuals and businesses. Financial Management Group was founded in 1986 and specializes in retirement and investment planning. Insight Investments & Insurance’s primary service areas now include retirement planning, investment planning, insurance planning and business planning.