Kevin Moniz Financial Advisor

From start to finish; Kevin was always willing to help. He took the time to explain the process and answered all my questions. We feel like all the decisions we made were well informed and that our money is invested in a personalized way that benefits our lifestyle and goals.I’d recommend Kevin to anyone looking for good solid advice from someone who clearly took the time to be the best in his field.Thank you Kevin, very much appreciated.

We didn’t realize the impact that having a proper financial plan would have on our lives until we sat with Kevin. He analyzed our situation and gave us many different ways that we could maximize our potential. Being a young family, we can sleep better now knowing that we have the proper protection in place to protect our growing family. I highly recommend Kevin and his team for all of your insurance and investment needs!

We recently had the pleasure of working with Kevin for some of our insurance needs. Kevin made what we thought might have been a complicated process super easy and informative. His passion for what he does shows in all the time he take to not only get to know you but also all research he does to offer you the best possible insurance to best fit your family’s needs. After our first meeting both my husband and I knew we were in good hands.We highly recommend Kevin for all you insurance needs and also any help you need in achieving your financial goals.

Mutual funds, Bonds, Annuities, Retirement funds, and Tax implications these are just a few areas that Kevin can assist you! Kevin’s proactive approach is what sets him apart from others. Kevin is extremely thorough in explaining and advising what it takes to achieve your financial goals. Kevin is very passionate about what he does, you can certainly tell by the time he takes to explain everything to you step by step making it crystal clear and a comfortable and easy process. After having a meeting with Kevin, you’ll know he’s the right person for the job!Highly recommend Kevin Moniz to anyone looking for a Financial Advisor!!Derrick Garcia

I can’t say enough about the excellent counsel and professional advice I have received from Kevin! His genuine concern for our family’s welfare and caring, thoughtful approach to our financial planning is what impressed me the most. His quality of service is above and beyond what I have experienced with any other. The best part of working with Kevin is his personal connection during our interactions, I have always felt that we are more than just another client. I highly recommend Kevin’s services to our close friends and relatives.

Kevin was outstanding to work with. After our first home purchase, we really started to take our lives together seriously. We couldn’t have found a better partnership in setting up our future for success. Not only during normal times but also during these crazy Covid times we have always been able to have open communication and any questions we may have Kevin’s is always very responsive and most importantly informative. With all our current uncertain times we couldn't have found anyone better to work with for our financial future and security. You would be doing yourself a disservice in not choosing Kevin to assist you in yours and your families long term planning. We couldn’t recommend him more.

We highly recommend Kevin for anyone looking for insurance or preparing to plan for the future. We knew right from the start we were in the best hands. Kevin is truly someone you can trust and has your best interest at heart. He is very professional, knowledgeable, caring and is always there when you need him. We are so happy to be able to work with Kevin.

Kevin is very honest, intelligent, and reliable. Once we started working with him, it became obvious of the value and not only did he meet our needs, he exceeded them. We ended going with more services then we had originally planned, and his advice and logic behind it all made it easy to understand. In the end, we are content and feel protected in our future, and will continue to work with Kevin for all future financial needs.

I’d personally like to thank Kevin for his help in getting me life insurance. He let me sit in on a meeting he was having with my mom And ended up talking to me and my sister are processing our applications as well.My process was a bit long due to co-vid. But Kevin checked in with me periodically to let me know what was happening.Kevin is extremely personable, professional and polite. I’m extremely happy with the service and will be recommending him to any friends I know in need.Thank you Kevin!!J.Martin

From the first meeting with Kevin I knew I was in good hands. He made me feel comfortable right away, was very informative and clearly passionate about helping people plan for their futures.Kevin made understanding every step of this process extremely easy. Although finances and insurance can be an overwhelming topic he made them relatable. He takes the time to get to know his clients and makes your experience feel very personal. He was up front in saying it wasn’t going to be a short journey to reach long term goals but that the little victories along the way will ease the process. This gave my husband and I confidence he would be there for us throughout the process which makes it a lot less scary. I had a very negative experience in the past and sitting down with Kevin changed my whole view on financial planning and understanding.He has been nothing but wonderful, kind, attentive and very helpful.If you are looking for guidance you could not do better than Kevin!In 3 words - Simply the best!-Tiffany L