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Marcotte's Wealth Management Department provides solutions that help you meet your individual needs.
Marcotte Wealth Management can assist you with:
Mutual Funds
Life Insurance
Annuities (Fixed and Variable)
Long Term Care
Securities
Disability Insurance
Charitable Trusts
401 (k) Plans
IRA’s
College Expenses
Estate Conservation
Medicare Supplements
Marcotte Wealth Management offered services:
Financial Planning
Retirement Planning
Estate Planning
Portfolio Management
College Funding
Business Planning
Tax Strategies
The Marcotte Difference
Personalized service in:
Identifying needs
Designing individual plans
Marketing
Customer support |
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Registered Representatives of and Securities offered through QA3 Financial Corp., Member FINRA www.finra.org /SIPC, Investment Advisor.
Representative of and Advisory Services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
Bob Foster is licensed to sell Securities and Insurance in the following states: AZ, NE, IA, FL, MN, MO, SD, RI, CO, MS, SC, TX
Joe John is licensed to sell Securities and Insurance in the following states: AZ, NE, IA, IL, KS, MD, MS, OK, UT, WY, SD, CO, MO
Derek Bailey is licensed to sell Securities and Insurance in the following states: NE |
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