About Us

Investment Broker/ Financial Representative

Monica J. Busch has been in the investment business for over 35 years. I have built my business by servicing individual investors, small businesses and providing personal service designed to help each client plan for and achieve their financial goals. 

My career started in Buffalo, NY in the mid 1970's. I love the financial markets and thrive on making my clients happy, even in these challenging markets.  My #1 priority with EVERY client is to do a financial review, evaluate their expectations and help them achieve their financial goals. Whether you have $1,000 or millions to invest, clients are all treated equally by me.

My career has taken me from M&T Bank in Buffalo, NY where I had the opportunity to be on the floor of the Exchange in NYC, to working in Scottsdale, AZ. I moved to Kingman, Az. in 1987 with Banc One Securities (now J.P. Morgan Chase) then to Edward Jones. I now own Monica J. BUSCH INVESTMENTS and I’ve achieved my dream to be an Independent Financial Advisor. I have partnered with J.W. Cole Financial Inc., a nationally recognized full service brokerage firm, who is fortunate to have National Financial Services, one of the industry's largest clearing firms, serve as its custodial and clearing operations partner.

As an Independent Broker, I have no ties to any particular mutual fund companies, insurance products, securities, or proprietary investments. This allows me to work strictly from my client's needs, using quality investment products. Maintaining a diverse and objective product mix is essential for me to develop the proper plan for my clients.

I am proud to be a chosen member of the Empire "Who's Who" amoung Executive and Professional Women.

I offer a full line of investments products to meet all my clients' needs, such as Qualified Business Retirement Plans * Individual Retirement Accounts * Fixed Indexed Annuities * Common and Preferred Stocks * Mutual Funds * Corporate Bonds * Fixed Income Portfolios * CD's * Government and Agency Securities * Annuities * Money-Market Funds * Municipal Bonds * Unit Investment Trust * Portfolio Reviews and Preformance Evaluations * Estate and Retirement Planning * Asset Allocation Modeling * and College Planning.

                       "The independence you desire

                                          with the integrity you deserve"