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Marion Wealth Management Group
- Investment Service
- Monroeville, PA
About this business
You don't have to do it alone Together we can... • Manage the many risks that life brings. • Plan a successful retirement that lasts a lifetime. • Endow your legacy. • Chart the bright financial future you and your family deserve. At Marion Wealth Management Group we've learned that true partnership is what makes the difference. If you're looking for a highly responsive, trustworthy partner offering world-class support and advice, then look no further.
Location details
2790 Mosside Boulevard, Suite 640, Monroeville, PA, 15146, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jacob & Lisa are wonderful. The whole company does a great job managing my funds and investments. Everyone is very personable and professional. It's a great company with plenty of experience.
From start to finish the team was professional, responsive and genuinely invested in my parents long term goals. As trustee for my parents estate Marion Wealth Management provided a level of personalized attention that made me feel like more than another client. Every question I had was answered promptly and throughly so that even a layman as myself can understand. Their commitment to excellence is evident at each and every turn. Therefore, I highly recommend Marion Wealth Management as an outstanding partner for anyone loo... read more
My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, r... read more
I have relied on Michael’s and Jeff’s guidance thru the ups and the downs of the stock market world over the last 18 years and always have enjoyed their insights and knowledge of the markets and on teaching me the art of investing, we use their services both in our company’s 401k and our personal finances,very easy to get a hold of and have been a very stable influence on my life and would highly recommend their team and services they offer. (I now insist my children invest with them also)
Jeff, Jacob and all of the staff have been a tremendous help to us! Navigating us through budgets, rollovers and retirement, they are a God-send...and so patient with our not so tech saavy selves! We HIGHLY recommend!!
Frequently asked questions about Marion Wealth Management Group
How is Marion Wealth Management Group rated?
Marion Wealth Management Group has a 5 star rating with 8 reviews.
When is Marion Wealth Management Group open?
Marion Wealth Management Group is closed now. It will open tomorrow at 8:30 a.m.