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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 |
I would give them 100 stars if I could! Mike was so welcoming and trustworthy from the very first phone call. He was patient with us and very transparent. We immediately felt informed and at ease. We began working with him and Ethan, and they have both been exceptional, as has Gabriella in our limited experience with her. Their advice and guidance has been amazing. Ethan is very intelligent and patient (we need that - we are not experts with the finance side!) and very honest, above all. We have had terrible experiences with... read more
I was contacted by Erin Britton from Marion Wealth Management after the tragic passing of my best friend of 47 years. Erin was extremely thoughtful and sympathetic. She was also a great help to me as I navigated decisions around the management of an inheritance. I had several really good conversations with Erin; she was professional and personable. She was a blessing to me during this very tough time and helped me make the decisions I needed to make. ThankYou Erin and Marion Wealth Management
Mike Marion and his team at Marion Wealth Management have been exceptional in managing both my personal and business retirement accounts. Their expertise, attention to detail, and personalized approach give me a great deal of confidence. They take the time to understand my goals and provide tailored strategies that deliver results. Highly professional, responsive, and trustworthy—couldn’t ask for a better team to handle my investments!
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
Marion Wealth Management Group has a 5 star rating with 8 reviews.
Marion Wealth Management Group is open now. It will close at 4:30 p.m.