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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The latest trends in travel reflect a rich menu of exciting new possibilities.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.