Marathon Financial Advisors, Inc. and LPL Financial are separate entities. Success comes from teamwork. And when people work together with complementing attributes, the sum is better than its parts. Welcome to the Team at Marathon Financial Advisors, Inc. We are a dynamic financial advisory firm, located in East Syracuse, New York with a focus on 3 financial universes: Investments, Employee Benefi
ts and Insurance Matters. Our underlying philosophy is based on relationships, service and building trust as well as confidence as we help our clients reach their varied financial goals. Together, our team of licensed financial professionals offers more than 300 years of cumulative experience and knowledge. Our clients come to us from all walks of life with varying levels of understanding regarding investing and financial concepts. What we all have in common is a desire to implement the process of setting and achieving goals for our clients’ future financial security and well-being. Our clients present real and diverse life concerns, and we begin where they are – there is no account size minimum. Your first visit to our office is a “get to know you” meeting. This initial session is an exploration of goals, objectives, risk profile and review of that planning which is already in place. There is No charge for this consultation, nor will we pressure you for a commitment to do business. We believe that it becomes very clear after one or two meetings whether we are a “good-fit” for you and the choice is always yours. We offer clear explanations with full disclosure of fees and charges related to a product or strategy, so as to empower our clients to make informed decisions best suited to their individual needs. After all, an educated, informed decision is the best decision! Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC Marathon Financial Advisors, Inc. and Cadaret, Grant & Co., Inc. are separate entities.
