Making Dollars, Making $ense: Fostering a Family Atmosphere

by JON MARZANO, AIF®, MANAGING PRINCIPAL

One of the best things about working here at Marzano Capital Group is the camaraderie and family feel that we have and share in the office. We try, every day, to be a destination for clients and prospective clients. Working with us can provide a warm, inviting, educational and compassionate experience for those seeking investment advice. We know our culture sets us apart from more traditional wealth management firms that just want to manage money and not provide goal-based planning services as part of the relationship. The family atmosphere is essential for some clients; they want to know that they are valued and important and want to stay in closer communication than others. We can not only accommodate that, we advocate for that.

We have built a firm that feeds on interpersonal communication and planning techniques in an effort to do the job to the best of our ability. We are all one big family, we are taking on new clients as a firm and we hope that you reach out to us when there is a need.

Securities offered through LPL Financial, Member FINRA/SIPC. Marzano Capital Group is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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