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Our first priority is to you, the client. For that reason, at Marcus Financial Advisors we stand behind our FLAGSHIP model of service.
FREEDOM
As independent advisors, we will provide objective advice. All of our recommendations will be in your best interest.
LEADERSHIP
With more than 48 years of combined experience, Chet and Patricia are established advisors on the North Shore. We have the experience to provide you with excellent financial advice and superior wealth management strategies.
ACCOUNTABILITY
Our client relationships are founded upon trust and transparency. You have a right to know what we do for you and how we are compensated. The best relationships stem from straightforward, sincere communication and trust.
GOALS
Every client has unique dreams and goals, and each person's vision of the good life is different. We listen carefully to fully understand who you are as a person and what your goals for the future are. We will tailor a strategy designed to fit your individual needs and goals so that together we can help turn those dreams into reality.
SYNTHESIS
We are a team. Wealth management requires expertise in many fields, and our team of experienced professionals allows us to provide superior service in multiple areas. Our team approach broadens the knowledge based beyond the capacity of any individual advisor. Furthermore, we want to work closely with your other critical advisory relationships (attorneys, accountants, etc.) to provide you with a fully comprehensive wealth management plan.
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HONESTY
We will act with honesty, dignity, and integrity and maintain the highest standards of ethics in all forms of professional conduct.
INFORMATION
Continuing education is imperative for us to maintain the timeliness of investment knowledge and financial planning techniques. This industry is dynamic, and we want to be at the forefront. Moreover, we encourage clients who wish to learn more about the financial world to take advantage of the numerous educational opportunities we provide.
PHILANTHROPY
Marcus Financial Advisors has always been community-minded. We strongly believe in giving back tot he community in which we live and work by contributing time and financial donations to approximately 50 organizations yearly.
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