Marcotte Wealth Management is an independent firm providing clients with individual financial planning and related services. We believe in providing comprehensive financial planning services coupled with sound implementation strategies designed to help you achieve your financial goals. Our services include:
- Fee-Based Financial Planning Services
- Personalized Investment Solutions
- Life and Long-Term Care Insurance
Wealth Management Tools Click here for a set of calculators from Bankrate.com covering Mortgage & Auto Loans, Credit Cards, Investment, Retirement, Savings and College Finance.
Check out the background of firms and investment professional on FINRA’s BrokerCheck.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.