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114 Seguine Avenue
Staten Island, NY 10309

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William John Marco

718-967-3106

 
What You Need to Know About Social Security Retirement Plan Detectives Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home

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


Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Helpful Content

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

 

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Saving for College 101

Here’s a crash course on saving for college.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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