MARIAN FINANCIAL SERVICES

With this plan, we want to help you with a Financial Plan and get you a strategy to move forward. Morningstar® Managed Portfolios start at only $5,000 to invest. If you open a Morningstar® account, your account would be held at either Fidelity Investments or Charles Schwab & Co., Inc... Financial Planning is a critical area that should not be neglected, especially for two-income households. A Financial Plan is included at no additional cost. We use Right Capital® as our Financial Planning software vendor because of their enhanced level of security. They do not need or store your personal information. They do not need your account numbers in order to provide their services... Our soloprenuerial firm offers flexible advice options and professional portfolio management, plus full service portfolio management by a multi-billion dollar RIA firm. A Financial Plan, if requested, is included for those who open an account with our firm.

Also known as: Marian, Marian Financial Services, Inc

Primary location: Saint Johns United States