Marion Wealth Management - Monroeville (PA)

5 /5 Timothy S: My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

5 /5 Lori Titterington: Jacob & Lisa are wonderful. The whole company does a great job managing my funds and investments. Everyone is very personable and professional. Its a great company with plenty of experience.

5 /5 Michael Restano: I have relied on Michael’s and Jeff’s guidance thru the ups and the downs of the stock market world over the last 18 years and always have enjoyed their insights and knowledge of the markets and on teaching me the art of investing, we use their services both in our company’s 401k and our personal finances,very easy to get a hold of and have been a very stable influence on my life and would highly recommend their team and services they offer. (I now insist my children invest with them also)

5 /5 Rick Green: From start to finish the team was professional, responsive and genuinely invested in my parents long term goals. As trustee for my parents estate Marion Wealth Management provided a level of personalized attention that made me feel like more than another client. Every question I had was answered promptly and throughly so that even a layman as myself can understand. Their commitment to excellence is evident at each and every turn. Therefore, I highly recommend Marion Wealth Management as an outstanding partner for anyone looking to create or refine their estate plan. Their combination of expertise, personalized service, and attention to detail is truly unmatched. I now feel confident that my parents directives and assets are well prepared for the future.

5 /5 Eric Patrick: Mike Marion and his team at Marion Wealth Management have been exceptional in managing both my personal and business retirement accounts. Their expertise, attention to detail, and personalized approach give me a great deal of confidence. They take the time to understand my goals and provide tailored strategies that deliver results. Highly professional, responsive, and trustworthy—couldn’t ask for a better team to handle my investments!