Marc Banks, Aif® Email & Phone Number

I specialize in investment and retirement planning for client’s individual goals and objectives. I provide advice to individuals, professionals, university professors and employees on how to successfully plan for retirement. Our active investment process is an integral part of our investment strategy in managing retirement plans.I also work with small to medium sized business owners on their company retirement plans. As an Accredited Investment Fiduciary (AIF®) I help business owners and human resource personnel establish the proper type of retirement plan for their business to attract and retain employees while keeping costs at a minimum.Specialties: Comprehensive Financial PlanningRetirement PlanningBusiness PlanningAsset ManagementEstate PlanningSecurities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.Royal Alliance is not affiliated with LinkedIn and is not responsible for LinkedIn privacy or security policies. Royal Alliance does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.

Listed skills include Investments, Retirement Planning, Estate Planning, Retirement, and 5 others.