Investments

No matter what the goal is for your financial investments, we’ll help you choose a solid path. Marnell Financial not only offers a wealth of investment vehicles to choose from, we’ll point you in the right direction through our initial consultation and ongoing communications. If you tell us you desire a conservative approach to investing, we won’t direct you toward risky financial products. Conversely, if you’re willing to take a risk, we’ll focus your investment strategy in a different way.

No matter what your financial risk personality, we will carefully monitor the investments’ performance, and offer you guidance based upon your personal financial goals. Because we do have a complete suite of financial investment vehicles available, you can rest assured that we will only offer you an investment suggestion if it is consistent with your goals and objectives. Our aim is to help you reach your financial target based upon the highest standards of integrity and professionalism.

Our Investment Vehicles Include:

• Mutual funds & EtF’s
  
• Stocks & Bonds
  
• Annuities
  
• CD’s/Structured CD’s
  
• Government Securities
  
• Municipal Securities
  
• REITS
  
• Other Alternative Investments
  
• Brokerage Accounts
  
• Separately managed accounts
  
• IRA ( Traditional & Roth )
  
• College & Educational ( ESA’s, 529 Plans & UTMA’S )
  
• Business retirement plans ( SEP IRA, SIMPLE IRA, 401(k), Profit Sharing, etc.)