The Marken Group - Morgan Stanley

Delivering excellence by helping clients pursue ambitious goals, providing personalized service & objective investment advice.

It is my aim to assist clients in achieving their financial goals by: Growing their assets without assuming undue risk Teaming with a client's tax professional to reduce taxes Coordinating with a client's estate planning attorney to ensure an orderly plan to pass on their assets as th...

To help our clients Grow and Preserve their wealth through comprehensive and customized financial planning and investment strategies.