Marathon Investment Management, Inc 6535 South Dayton Street, Greenwood Village, CO 80111
About the Business
Marathon Investment Management, Inc. is a finance institution located at 6535 South Dayton Street in Greenwood Village, Colorado, United States. With a focus on providing expert investment services, Marathon Investment Management, Inc. offers personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch investment management services and financial advice to clients.
Photos
Location & Phone number
6535 S Dayton St 1675 1675, Greenwood Village, CO 80111, United States
Hours open
Monday:
7:30 AM - 4:00 PM
Tuesday:
7:30 AM - 4:00 PM
Wednesday:
7:30 AM - 4:00 PM
Thursday:
7:30 AM - 4:00 PM
Friday:
7:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"George and team have been my financial advisor and overseen retirement account for 20+ years. They are part of my personal team and they truly care about you and growing your wealth."
"I have been with Marathon Investments for several years. George and his team are wonderful and very knowledgable!"
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- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Beneficiary Designations
- Charitable Donation Planning
- Charitable Lead Trusts
- Diversification Strategies
- Elderly Care Planning
- Estate Planning
- Family Office Services
- Financial Goal Setting
- Financial Planning
- Financial Planning For Seniors
- Generation Skipping Tax
- Generational Wealth Transfer
- High Net Worth Individuals
- Inheritance Planning
- Inheritance Tax Planning
- Intergenerational Wealth Transfer
- Investment Management
- Investment Portfolio Management
- Investment Risk Management
- Investment Strategy Development
- Long Term Care Planning
- Long Term Investing
- Philanthropic Giving
- Portfolio Rebalancing
- Private Wealth Management
- Provision Trusts
- Retirement Income Planning
- Retirement Savings Strategies
- Risk Management For Families
- Special Needs Trusts
- Tax Efficient Investing
- Trust Administration
- Wealth Accumulation
- Wealth Creation
- Wealth Preservation
- Wealth Transfer Planning
- Will And Estate Planning
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