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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Marzano Capital Group

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United States
Clemmons, NC
Marzano Capital Group

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Marzano Capital Group provides financial services in the Triad. Determining how much you need to retire confidently.

Located in Clemmons, N.C., our team brings together nearly 70 years of combined experience in the industry to assist our clients in pursuing their financial goals. Our financial services professionals serve individuals and businesses in all areas of investment planning, including:

• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Help managing assets before and during retirement.

• Tax management - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

• Estate Investment planning- We can work with your Estate Planning Attorney or Advisor to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs.

• Education funding - Recommend investment and accumulation strategies to help you pay for your children's education.

• Risk management - Reviewing existing insurance policies.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance.

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

• Securities offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC (finra.org, sipc.org). Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• For a list of states in which I am/we are registered to do business, please visit www.marzanocapitalgroup.com.

10/31/2026

Happy Halloween from all of us at Marzano Capital Group! 🎃

Wishing you a fun evening filled with good company, a few treats, and hopefully not too many tricks.

10/29/2026

Your future is personal, and your financial plan should be too.

Our role is to understand what matters most to you, help organize the decisions along the way, and provide thoughtful guidance as life evolves.

Your priorities stay at the center of the conversation.

10/28/2026

Time can be one of the most valuable tools in a financial plan, especially when you give it room to work.

Starting earlier can create more flexibility around the decisions you make later, whether that involves retirement, investing, a major purchase, or simply having more options as life changes.

The goal is to make thoughtful use of the time you have today while preparing for what comes next.

10/27/2026

A lot can change in a year when you’re intentional about what you do today.

Getting organized, making thoughtful decisions, and staying engaged with your plan can help put you in a stronger position for whatever comes next.

Your future self may be glad you started now.

10/25/2026

Happy Birthday, Alyssa!

We hope your day is filled with all the things you enjoy most and plenty of time with the people you love.

We’re thankful for everything you bring to the team and hope this next year gives you lots to celebrate. Wishing you the happiest birthday!

10/24/2026

The right financial relationship should feel personal.

For us, that means taking the time to understand what matters to you, staying connected as life changes, and offering guidance that reflects the values behind your decisions.

We’re here for the long term.

10/22/2026

When everyone is counting on you, your financial life carries a little more weight.

A thoughtful plan can help bring structure to the decisions you’re making today while keeping the people, responsibilities, and life you’ve built at the center of it all.

That’s what financial planning should feel like: personal, practical, and built around what matters to you.

10/17/2026

Putting something off can feel harmless, especially when there’s no immediate deadline. But financial decisions have a way of becoming more complicated as life changes.

A plan doesn’t have to answer every question today. It can simply give you a place to start, with room to adjust as your priorities evolve.

10/15/2026

Market pullbacks can be uncomfortable. But if a Roth conversion is already part of the conversation, a down market may be worth another look.

A lower account value could mean converting a smaller taxable amount while giving any future recovery the opportunity to take place inside the Roth IRA.

Of course, there’s more to consider than where the market stands today. Your tax situation, retirement income, RMDs, and broader financial plan all matter.

Take a look at the graphic to see how the strategy could work and why a market pullback may create a planning opportunity.

10/13/2026

Thursdays look a little different for Jon.

Each week, he gets to spend the day with his granddaughter, Raelyn, and enjoy a little extra grandpa time in the middle of the workweek.

Safe to say, Thursdays have become a pretty special day of the week.

Address

2625 Neudorf Road Ste. 400
Clemmons, NC
27012

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13367660464

Website

http://www.marzanocapitalgroup.com/contact_us/

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