Marmaras Woolf & Smith

Investment Company in Allentown, PA
Investment Company in Allentown, PA Marmaras & Smith, is a caring group of investment and financial services specialists. Dedicated to working with individuals, tiny business, corporate and professional customers, we're a customer-focused company dedicated to delivering quality advice and guidance, prompt service, and nice communication. With a strong dedication to ethics as well as caring, conscientious work habits, our company supplies financial planning and wealth management services and has time-tested experience working for people who.

Contact Details

Address
961 Marcon Boulevard # 422
Allentown, PA
18109
Phone
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About Us
read moreOur Unique Process is called Giving Your Wealth Purpose. We are an inspired team of professionals doing great work. Serving our clients with purpose, dedication, and empathy, we are committed to providing a road map based on sound ethical advice and thoughtful planning, designed to produce quality results. We work to earn the privilege of becoming your trusted advisors. With our willingness and ability to adapt to change and by embracing new technologies, we are able to continually refine our Unique Process, ensuring that Marmaras & Smith, LLC, offers value that remains relevant to our clients in a changing, competitive world.
read moreNeither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. We encourage you to contact us. There is never any obligation to meet and learn more. If you desire a relationship with a dedicated financial planning team, we will be your partner today and tomorrow. By balancing an optimal amount of fixed or guaranteed income in your retirement planning, we can help you better pursue your goals for retirement income and overall financial security. We believe it is appropriate to consider your family's total net worth and factor in expected inheritance, LTC expenses can seriously erode the value of your estate and potentially lower the standard of living for a spouse.
read moreWhile diversification through an asset allocation strategy is a useful technique that can help to reduce overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified. Individual securities are priced at the market or offered at the initial offering price when applicable. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc, a Federally Registered Investment Advisor.
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