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114 Seguine Avenue
Staten Island, NY 10309

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William John Marco

718-967-3106

 

Team

At Marco Wealth Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

William John Marco

Certified Wealth Strategist®

718-967-3106

718-967-5199

Bill Marco works predominately with business owners and Individuals on their unique financial planning needs. Bill has been helping clients plan for their...

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Michael Aluotto

Chartered Retirement Planning Counselor SM (CRPC®), 2013

516 294 8200

Michael Aluotto is Founder and President of Vertex Wealth Management and serves as Private Wealth Manager at the firm. He has been a wealth manager for more than a quarter century, providing financial planning and asset management to...

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Filco Intermediary Inc

Health Insurance Specialist

718-967-3106

Our General Agent team Filco Intermediary Inc, provides clients with access to the most beneficial products designed to safeguard their physical and financial health. By partnering with our brokers and carriers we deliver innovative...

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Keith Le Pack Esg.

Aflac District Sales Coordinator

718-967-3106

AFLAC - Supplements major medical by helping to fill in the gaps in health insurance (I.e. deductibles, co-payments and expenses associated with daily living) No direct costs to the company Potential Tax Savings for Employers and...

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