At Marathon Financial, we are dedicated to helping you achieve your financial goals by developing tailored portfolios to align with your objectives and risk tolerance. To help ensure your long-term success, our management process focuses on four key areas: Financial Planning, Investment Management, Insurance Needs, and Estate Planning.
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Marathon Financial
Steve Miller
179 Sully●●●●●●●●●Suite 301
Pit●●●ord , NY, 14534
US
View this contact
Marathon Financial
Steve Miller
179 Sully●●●●●●●●●Suite 301
Pit●●●ord , NY, 14534
US
View this contact
Commonwealth Financial Network
Commonwealth Webteam
29 S●●●●r Rd
Wa●●am , MA, 02453
US
View this contact
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Welcome | marathon-financial.com Reviews
https://marathon-financial.com
At Marathon Financial, we are dedicated to helping you achieve your financial goals by developing tailored portfolios to align with your objectives and risk tolerance. To help ensure your long-term success, our management process focuses on four key areas: Financial Planning, Investment Management, Insurance Needs, and Estate Planning.
marathon-financial.com
Marathon Financial - ACCOUNT ACCESS
http://www.marathon-financial.com/client_access_-_multiple_options.aspx
To access your account information, please select the appropriate button below. If you are unsure of which system you should be using or do not already have a username and password, please contact us for further assistance. Provides detailed online account information and monthly consolidated. Statements. Please reference the. Investor360° User Guide. See your statements and confirmations online in Investor360°. Is for clients who need intraday positions and balances. Please.
Marathon Financial - Investment Management
http://www.marathon-financial.com/Investment_Management.aspx
As an independent wealth management firm partnering with Commonwealth Financial Network, we have access to a diverse selection of investment vehicles designed to meet varying client needs, including mutual funds, exchange traded funds, individual stocks and bonds, annuities, and alternative investments. This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,IN,MA,MD,MI,MN,NC,NE,NH,NJ,NY,OH,PA,SC,TN,TX,UT,VA,WA. No offers may be made or accepted fr...
Marathon Financial - Life Insurance
http://www.marathon-financial.com/Life_Insurance.aspx
Life insurance is a hedge against one’s inevitable death and delivers money when it is most needed. It can also be a vehicle to accumulate money to be used during your lifetime. There are numerous types of policies in the marketplace and many variations within each type. The two basic types of life insurance are term life and permanent life. Long-term care refers to the assistance required when a person is unable to perform activities of daily living due to illness, accident, cognitive problems, or the f...
Marathon Financial - Our Team
http://www.marathon-financial.com/Our_Team.aspx
Founder, Senior Partner. Gregg graduated from Clarkson University in 1987 with a degree in Computer Science and received his MBA in Finance from the Simon School at the University of Rochester in 1992. He founded Marathon Financial in 2004 after four years at McDonald Financial and thirteen years at Xerox. Director of Client Services. Our partnership with Commonwealth Financial Network provides access to a team of specialists who assist in our efforts to provide you with the highest level of service....
Marathon Financial - Financial Planning
http://www.marathon-financial.com/Financial_Planning.aspx
Our financial planning process is centered on the following six-steps:. The goal is to get to know you – we will ask for relevant financial data, assess your risk tolerance, and determine your financial goals. We will identify your principal needs and work with you to prioritize both short and long-term goals. 3) Analyze and Evaluate. We will assess your current accounts, investments, insurance policies, tax strategies, etc., and look for areas of opportunity. 4) Develop and Present Plan. Investments are...
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