Services
Services
Not every company is good at everything. You wouldn’t by a bus from Lockheed Martin, right?
Based on this belief, we work with LPL Financial because they allow us the flexibility and open architecture to choose the right investments for you regardless of what company offers them. LPL does not have any proprietary products; therefore, we are not obligated to use a product that may not be right for you in your portfolio simply to meet our company’s expectations.
We believe LPL is the right firm for us to partner with because they share our goals of integrity, transparency, and earned trust.
Our Services
Retirement Plans
401k and 403b Investing Strategies
Estate Plans
Wealth Management
Advisory Accounts
Brokerage Accounts
Guided Wealth Portfolios
Our Professional Network
Fidelity Investments
Vanguard
Ark Invest
Barclays
Invesco
Credit Suisse
First Trust
BlackRock
J.P.Morgan
iShares by BlackRock
Charles Schwab
Citi
Morgan Stanley
And many more
The entities listed above are not affiliated with Marvel Wealth Management and LPL Financial.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Info@MarvelWM.com | 321-914-4714