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C
8 mesi fa

Marathon Financial has been instrumental in managi...

Marathon Financial has been instrumental in managing my finances. Their expertise and guidance have made a significant impact on my financial well-being. The team is responsive, reliable, and truly cares about their clients' success. I especially appreciate their personalized approach tailored to my specific needs. I trust Marathon Financial with my financial future.

K
8 mesi fa

I recently had the pleasure of using Marathon Fina...

I recently had the pleasure of using Marathon Financial services for my financial needs. I must say that my experience with them was average. The website was easy to navigate and provided a good amount of information about their services. However, the overall service was nothing out of the ordinary. The customer support was prompt in answering my queries, but I didn't feel a personal touch. The interest rates were decent, but nothing extraordinary compared to other financial institutions. The process of applying for a loan was fairly straightforward, although it did take slightly longer than expected. On the positive side, they did provide me with a satisfactory loan amount. Overall, I would rate Marathon Financial as an average company with no major complaints, but also no standout features.

T
11 mesi fa

Marathon Financial has been a trusted partner in m...

Marathon Financial has been a trusted partner in my financial journey. Their team has consistently provided top-notch service, going above and beyond to meet my needs. I have relied on their expertise for retirement planning, investment advice, and tax planning. Their professionalism and knowledge have truly impressed me. I wouldn't hesitate to recommend Marathon Financial to anyone in need of financial guidance.

J
11 mesi fa

Choosing Marathon Financial was one of the best de...

Choosing Marathon Financial was one of the best decisions I made for my financial future. Their team is highly knowledgeable and has provided excellent service every step of the way. They have helped me with retirement planning, investment strategies, and tax planning. Their expertise has been invaluable, and I can't thank them enough. I highly recommend Marathon Financial to anyone seeking financial advice and support.

K
1 anno fa

I have been a customer of a financial company serv...

I have been a customer of a financial company service for several years, and I must say their services are truly great. The team is highly professional and always goes the extra mile to meet my financial needs. They have helped me secure a mortgage, provided investment advice, and assisted with tax planning. Not only are they knowledgeable and skilled, but they are also incredibly friendly and approachable. I highly recommend their services to anyone seeking financial expertise.

D
1 anno fa

I have been using Marathon Financial for my financ...

I have been using Marathon Financial for my financial needs and I am extremely happy with their services. Their team is knowledgeable and always ready to assist me with any questions or concerns I have. They have helped me with my investments and provided sound advice on retirement planning. I appreciate their attention to detail and their commitment to helping me achieve my financial goals. I would definitely recommend Marathon Financial to others.

T
1 anno fa

I have been a customer of Marathon Financial for s...

I have been a customer of Marathon Financial for several years now and I must say their services are truly excellent. The team is highly professional and always goes the extra mile to meet my financial needs. They have helped me secure a mortgage, provided investment advice, and assisted with tax planning. Not only are they knowledgeable and skilled, but they are also incredibly friendly and approachable. I highly recommend Marathon Financial to anyone seeking financial expertise.

S
1 anno fa

The experience with Marathon Financial has been no...

The experience with Marathon Financial has been nothing short of amazing. From the very first interaction, their team displayed a high level of professionalism and attentiveness. They have been instrumental in helping me achieve my financial goals, providing sound advice and guidance every step of the way. I specifically appreciate their attention to detail and the personalized approach they take with each client. I can confidently say that Marathon Financial is the best financial company I have ever worked with.

F
1 anno fa

💯 Marathon Financial is absolutely fantastic! Thei...

💯 Marathon Financial is absolutely fantastic! Their attention to detail and commitment to excellence is unparalleled. They have been instrumental in helping me make smart financial decisions and plan for a secure future. Their team is not only highly professional but also very friendly and approachable. Their services exceeded my expectations in every way. Highly recommended!

B
1 anno fa

😊 I've been a client of Marathon Financial for a w...

😊 I've been a client of Marathon Financial for a while now, and I couldn't be happier with their services. The team is always friendly, approachable, and ready to assist with any financial needs I have. From retirement planning to investment advice, they have been a great help in ensuring my financial stability. I highly recommend Marathon Financial to anyone looking for a trustworthy financial partner.

L
1 anno fa

👍 Marathon Financial has been my go-to financial a...

👍 Marathon Financial has been my go-to financial advisor for years now. The team is amazing and they have consistently provided top-notch service. They have helped me with my investments and retirement planning, and their advice has always been spot on. I'm really impressed with their expertise and professionalism. I cannot recommend Marathon Financial enough!

A proposito di Marathon financial

Marathon Financial: il tuo partner per raggiungere il successo finanziario

Cerchi un partner affidabile che ti aiuti a raggiungere i tuoi obiettivi finanziari? Non guardare oltre Marathon Financial. Siamo un team di consulenti finanziari esperti dedicati ad aiutare i nostri clienti a costruire e gestire la loro ricchezza.

In Marathon Financial, comprendiamo che ogni cliente ha esigenze e obiettivi finanziari unici. Ecco perché adottiamo un approccio personalizzato alla gestione del portafoglio, personalizzando le nostre strategie per allinearle alla tolleranza al rischio e agli obiettivi a lungo termine di ciascun cliente.

Il nostro processo di gestione si concentra su quattro aree chiave: pianificazione finanziaria, gestione degli investimenti, esigenze assicurative e pianificazione patrimoniale. Affrontando queste componenti critiche della gestione patrimoniale, aiutiamo i nostri clienti a costruire solide fondamenta per il loro futuro finanziario.

Progetto finanziario

Una pianificazione finanziaria efficace è la pietra angolare di qualsiasi strategia di investimento di successo. In Marathon Financial, lavoriamo a stretto contatto con i nostri clienti per sviluppare piani completi che affrontino i loro obiettivi a breve e lungo termine. Il nostro team tiene conto di fattori come il livello di reddito, il carico del debito, le considerazioni fiscali, i piani pensionistici e altro ancora durante la creazione di piani finanziari personalizzati.

Gestione degli investimenti

I nostri servizi di gestione degli investimenti sono progettati per aiutare i clienti a far crescere la loro ricchezza nel tempo, riducendo al minimo l'esposizione al rischio. Offriamo una gamma di opzioni di investimento su misura per soddisfare le esigenze e le preferenze uniche di ogni cliente. Che tu sia interessato ad azioni o obbligazioni o preferisca investimenti alternativi come il commercio di beni immobili o materie prime, abbiamo l'esperienza necessaria per guidarti verso decisioni di investimento intelligenti.

Esigenze assicurative

Proteggere i tuoi beni è una parte essenziale di qualsiasi piano di gestione patrimoniale. A Marathon Financial, offriamo soluzioni assicurative complete progettate per salvaguardare le tue finanze da eventi imprevisti come malattie o infortuni. Il nostro team può aiutarti a valutare le tue esigenze assicurative in base a fattori quali età, stato di salute, dimensioni della famiglia e altro, in modo da poter prendere decisioni informate sulle opzioni di copertura.

Pianificazione

Pianificare il futuro è fondamentale quando si tratta di preservare la propria eredità per le generazioni future. In Marathon Financials, i nostri servizi di pianificazione patrimoniale sono progettati con questo obiettivo in mente: aiutare i clienti a creare strategie efficaci per il trasferimento di attività riducendo al minimo le passività fiscali lungo il percorso.

Perché scegliere Marathon Financial?

In Marathon Financials, siamo orgogliosi di fornire un servizio eccezionale in ogni fase del processo di gestione patrimoniale, dalla consultazione iniziale al monitoraggio continuo del portafoglio e all'adeguamento nel tempo.
Crediamo che costruire solide relazioni con i nostri clienti sia fondamentale; prendendo il tempo necessario in anticipo durante le consultazioni in modo che si sentano a proprio agio nel condividere informazioni personali su se stessi che ci aiutano a capire meglio di cosa hanno bisogno da noi come consulenti.
Crediamo anche nella trasparenza; fornire spiegazioni chiare sulle commissioni addebitate in anticipo in modo che non ci siano sorprese in seguito.
Infine, ma forse la cosa più importante, abbiamo un impegno incrollabile verso il raggiungimento dei risultati; lavorando instancabilmente al fianco di ogni cliente fino a raggiungere i risultati desiderati.


Insomma,

Se stai cercando un partner di fiducia che possa aiutarti a raggiungere i tuoi obiettivi finanziari a lungo termine, allora Marathon Financal è quello che fa per te! Con anni di esperienza alle spalle unita al suo approccio personalizzato alla gestione di portafogli su misura in base alle esigenze individuali, significa che non c'è davvero nessuno più adatto di loro quando si tratta di assicurarsi che tutti gli aspetti relativi alla finanza rimangano al sicuro per tutta la vita!

Tradotto