Marathon Financial Advisors - East Syracuse, New York

Marathon Financial Advisors: A Comprehensive Overview

Marathon Financial Advisors is a respected financial planning firm dedicated to providing personalized and comprehensive financial guidance to individuals and families. Located at 6319 Fly Rd #1, East Syracuse, NY 13057, United States, they operate with a commitment to building long-term relationships based on trust and expertise. Their telephone number is 3154465797, and their website, marathonadv.com, offers further details about their services and team.

Specialties and Services

Marathon Financial Advisors specializes in financial planning. This encompasses a wide range of services designed to help clients achieve their financial goals. These typically include retirement planning, investment management, college savings planning, estate planning, and insurance analysis. The firm’s approach focuses on understanding each client’s unique circumstances, risk tolerance, and objectives before developing a tailored strategy. They pride themselves on providing proactive and responsive service, consistently addressing client concerns and adapting strategies as needed. Their goal is to provide clarity and confidence in navigating the complexities of personal finance.

Location and Accessibility

The firm’s physical location at 6319 Fly Rd in East Syracuse, New York, is easily accessible. Importantly, Marathon Financial Advisors has invested in creating a welcoming and inclusive environment for all clients. Wheelchair-accessible car parks and an wheelchair-accessible entrance are available, ensuring ease of access for individuals with mobility challenges. Furthermore, a wheelchair-accessible toilet is provided on-site. Appointments are required, and the firm strongly recommends scheduling appointments in advance to guarantee dedicated attention and allow sufficient time for thorough discussion. The overall environment is designed to be conducive to open communication and a comfortable client experience.

Client Feedback and Reputation

Client feedback consistently highlights the firm’s professionalism and dedication to client success. Currently, Marathon Financial Advisors has 4 reviews on Google My Business, all of which boast an average opinion of 5/5. This exceptional rating underscores the positive experiences shared by their clientele. These reviews suggest a staff that is not only knowledgeable and responsive but also genuinely invested in the well-being of their clients. Specifically, clients often mention the GREAT staff, with Marianne being particularly noted for her attentiveness and helpfulness. Many clients appreciate the firm's proactive approach and calm demeanor when developing financial strategies. The consistent emphasis on attentive service and personalized attention clearly contributes to the firm's strong reputation.

Key Characteristics and Values

• Expertise and Knowledge: Marathon Financial Advisors possesses a deep understanding of financial markets and planning concepts.
• Personalized Service: They prioritize tailoring solutions to each client's unique needs and goals.
• Proactive Approach: The firm consistently anticipates client needs and provides timely advice.
• Trust and Transparency: Building strong, long-term relationships based on open communication and honesty is paramount.
• Client-Focused: The firm’s primary objective is to help clients achieve financial security and peace of mind.

Recommended Information for Prospective Clients

For individuals considering Marathon Financial Advisors, several key pieces of information should be noted. Firstly, scheduling an appointment is essential to discuss financial goals and assess current circumstances. Secondly, the firm’s website, marathonadv.com, offers valuable resources, including information on their services, investment philosophy, and team members. Clients should be prepared to discuss their financial history, risk tolerance, and future aspirations. The firm’s commitment to responsive service indicates that clients can expect timely communication and support throughout the planning process. The accessibility features demonstrate a commitment to inclusivity and cater to a wider range of clients. Ultimately, Marathon Financial Advisors strives to be a trusted partner in achieving long-term financial success.

👍 Reviews of Marathon Financial Advisors

Frederick

5/5

They have handled our investments for many years. The Staff is
GREAT to deal with as is Marianne. It is a wonderful group with which to have a relationship.

Jim B.

5/5

A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!

Freida J.

5/5

I find the staff at Marathon Financial to be all you would expect from a successful investment service. They are especially attentive to my interests.

Myrna W.

5/5