Marc's

Vantage Services

-Wealth Building

-Asset Management

-Financial Planning

-Retirement Account Management:

  • IRA

  • ROTH IRA

  • SEP IRA

  • 401(k) 

  • SIMPLE IRA

-Certificate of Deposit (CD) Laddering and Strategy

-Defensive Market Strategy 

-Options Strategy 

-Individualized Stock/Fund advice and strategy