Marcel Santos

Marcel Santos I am CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor. Advisory services are offered through Cetera Investment Advisers LLC.

Whether you are a young professional just starting out, or an established individual with accumulated assets and a complex financial situation, our flexible fees and planning packages combined with our expertise in a wide range of financial solutions can accommodate your needs. Investment Management and Asset Allocation
Cash flow analysis and Budgeting
Advice on short term goals such as buying hom

e
Wealth Accumulation Strategies
Retirement Planning
Tax Advantage Planning
College Planning
Social Security Planning
Medicare Planning
Pension Maximization Strategies
Estate Planning

www.marcelsantoswealth.com
240-485-1505
[email protected]

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC.

Address

1577 Spring Hill Road Suite 520
Vienna, VA
22182

Telephone

+12404851505

Website

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