Wealth Management

Marathon Financial Group is a U.S.-based company that helps professionals and retirees manage their money and plan for the future. They offer services like retirement planning, investing, protecting assets, and estate planning. Their team works as fiduciaries, meaning they always put their clients’ best interests first. They focus on making financial planning easier to understand, keeping in touch regularly, and responding quickly to client needs. Marathon partners with trusted firms like New Edge Advisors and Fidelity to give clients strong support and security for their investments.

United States United States
131 Dartmouth St 3rd Floor, Boston, Massachusetts 02116
+1 857-201-3420
NA
10 - 49
2016

Service Focus

Focus of Business Services
  • Accounting - 50%
  • Financial Planning - 50%

Industry Focus

  • Financial & Payments - 100%

Client Focus

100% Small Business

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