We take a holistic approach to Financial Planning. We believe every person is unique. Every person has different dreams, goals, challenges and risk tolerances. We look at the entire picture and customize a plan that is best suited for you. Unlike a lot of firms, we are not limited to a specific company, product or service.
We have every tool at our disposal and we know how to use them all to provide advice thats always in your best interest. Some of these tools include stocks, bonds, ETF’s, model portfolios, managed portfolios, alternative investments and hundreds of insurance & annuity products across dozens of companies.
We limit the amount of clients we take so we can focus on providing quality comprehensive service & advice. We also merge traditional advisory practices with modern technology such as video conferencing and remote management so we can pass the time and cost savings to you.
M&M Wealth Management has about 32 years of investment management, insurance, and financial planning experience among its partners. Eric Marvin has a BS in Finance, CFP®, and CRPC®. Guiseppi Morabito has BS in Corporate Finance, Financial Services CFP®, and CRPC®. Both Guiseppi & Eric have trained, worked at, and have extensive experience at traditional broker-dealers and insurance companies such as Merrill Lynch, FSC Securities, JP Turner, and MetLife. They discovered the limitations and conflict of interest that exist in most traditional advisory practices so together they decided to form an independent RIA firm with the freedom to offer their clients a wide universe of products & services that are in the best interest of their clients, not any particular firm, hence M&M Wealth Management was born.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 360 Central Ave.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mandmwealthmanagement.com
- Keywords
- Financial Planning, Wealth Management, Portfolio Management, Investment Management, Financial Advisor, Financial Consultant, Retirement Advisor, Certified Financial Planner, CFP, Insurance Financial Advisor, Retirement Planning, Investment Planning, Insurance Planning, Estate Planning, RIA, Registered Investment Advisor, Investment portfolio advisor, Stock market investing, ETF investing, Mutual Fund Investing.
- HQ
- St. Petersburg, FL
M & M Wealth Management Questions
M & M Wealth Management's website is mandmwealthmanagement.com
M & M Wealth Management's LinkedIn profile is https://www.linkedin.com/company/mandm-wealth-management
M & M Wealth Management has
4 employees.
View email and phone details for 4
employees at M & M Wealth Management.
M & M Wealth Management's industry is
Financial Services
M & M Wealth Management's top competitors are
Limitfi,
Itnamerica,
Dhr Global,
Sprocket Media Hub,
Intellibus,
M&m Wealth Associates,
Mission Wealth,
Federal Retirement Thrift Investment Board,
Telescope Recruitment,
Wealth Enhancement.
M & M Wealth Management's categories are Financial Services
M & M Wealth Management's founding year is 2013
