Independent firm
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
Helpful Content
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.