William John Marco
"Helping Clients Make Wise Financial Decisions For Over 20 Years "
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get objective opinions in a consultative manner from our professional sources, and years of financial experience
We have no obligation to sell proprietary products or services, which allows us to be openly selective in offering only those investment solutions and services that are best-suited to meet your individual financial objectives and goals.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Who We Serve:
We serve individuals and business owners in all aspects of wealth management. With a focus on Retirement Planning, Social Security Optimization Claiming Strategies, Longevity and Estate Planning. For our pension eligible clients, we provide Pension Maximization analysis and solutions
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.