Marlene Burns

Marlene Burns

Registered Representative

Phone: 419.894.0001
Fax: 800.948.0246
E-mail:
 
Mission Statement:

We are dedicated to building personal relationships, guiding and advising clients through all financial stages of life to successfully achieve their goals. Through continuing education, technology and vast resources as an independent adviser, we create and customize financial game plans to reach each client's unique needs, goals and dreams using various investments, products and professional services.

 

Personal & Professional Qualifications:
  • Degree in Applied Business
  • Investment Adviser
  • Licensed Insurance Representative
  • Assist in preparing taxes

 

Company History:

I started in the financial service industry as a tax accountant in 1990. Through continuous education, I successfully became licensed as an Investment Adviser Representative as well as a Licensed Insurance Representative. 

 

Specialty Services:

We specialize in financial and retirement planning through means of Risk Analysis and Tax Efficiency.