Gain from an independent perspective.
Marco Wealth Strategies Group, Inc. is an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your "Wealth Management Goals."
Whether you are just starting to save for your future, or are a seasoned investor, Marco Wealth Strategies Group has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Marco Wealth Strategies Group, Inc has office locations in Staten Island NY, Garden City LI, and meeting facilities in Brooklyn NY
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Emerging Market Opportunities
What are your options for investing in emerging markets?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Lifestyle considerations in creating your retirement portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Your credit score may influence how much you pay for auto and home insurance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.