Marcus Arnold

Marcus Arnold Email and Phone Number

Financial Advisor at Secure Path Advisory Group @ Secure Path Advisory Group
Columbus, Ohio
Marcus Arnold's Location
United States, United States
Marcus Arnold's Contact Details

Marcus Arnold personal email

Marcus Arnold phone numbers

About Marcus Arnold

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Advisor with Secure Path, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Marcus Arnold's Current Company Details
Secure Path Advisory Group

Secure Path Advisory Group

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Financial Advisor at Secure Path Advisory Group
Columbus, Ohio
Employees:
8
Marcus Arnold Work Experience Details
  • Secure Path Advisory Group
    Financial Advisor
    Secure Path Advisory Group Jul 2020 - Present
    4930 Reed Rd. Suite 100, Columbus, Oh
  • Secure Path Advisory Group
    Financial Advisor
    Secure Path Advisory Group Jul 2020 - Present
    4930 Reed Rd. Suite 100, Columbus, Oh
  • Secure Path Advisory Group
    Financial Advisor
    Secure Path Advisory Group Jul 2020 - Present
    4930 Reed Rd. Suite 100, Columbus, Oh
  • Secure Path Advisory Group
    Financial Advisor
    Secure Path Advisory Group Jul 2020 - Present
    4930 Reed Rd. Suite 100, Columbus, Oh
  • Secure Path Advisory Group
    Financial Advisor
    Secure Path Advisory Group Jul 2020 - Present
    4930 Reed Rd. Suite 100, Columbus, Oh
  • Prudential Financial
    Financial Planner
    Prudential Financial Apr 2018 - Jul 2020
    Columbus, Ohio
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss… Show more • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment. Show less
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Oct 2016 - Apr 2018
    Columbus, Ohio Area
    I help businesses, individuals and families by offering a full suite of products and services tailored to my clients needs and wants. Both are important.
  • New York Life Insurance Company
    Licensed Agent
    New York Life Insurance Company Aug 2016 - Apr 2018
    New York Life Ins. Atrium Ii South Tower #200 5455 Rings Rd. Dublin, Oh 43017
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Panda Restaurant Group
    Multi Unit Manager
    Panda Restaurant Group Nov 2014 - Oct 2016
    Columbus, Cleveland, Cincinatti And Northern Kentucky
    People developer. Identify, recruit and develop the future leaders of the organization to help my business grow.
  • Panda Restaurant Group
    Training Leader
    Panda Restaurant Group Aug 2014 - Nov 2014
    Westerville, Ohio
    Leading managers to the Promised Land!!
  • Panda Restaurant Group
    General Manager
    Panda Restaurant Group Mar 2012 - Aug 2014
    Columbus, Ohio Area
    Oversee and lead a team in daily operations improvement to meet and exceed targeted metrics in Food, Service and Ambiance in order to drive revenue and profit.

Marcus Arnold Skills

Retirement Solutions Retirement Planning Estate Planning Leadership Customer Service Restaurants Training Customer Satisfaction Employee Training Restaurant Management Team Building Time Management Recruiting Microsoft Office Event Planning Management Inventory Management Catering Life Insurance

Marcus Arnold Education Details

Frequently Asked Questions about Marcus Arnold

What company does Marcus Arnold work for?

Marcus Arnold works for Secure Path Advisory Group

What is Marcus Arnold's role at the current company?

Marcus Arnold's current role is Financial Advisor at Secure Path Advisory Group.

What is Marcus Arnold's email address?

Marcus Arnold's email address is ma****@****arg.com

What is Marcus Arnold's direct phone number?

Marcus Arnold's direct phone number is +161494*****

What schools did Marcus Arnold attend?

Marcus Arnold attended The Ohio State University.

What skills is Marcus Arnold known for?

Marcus Arnold has skills like Retirement Solutions, Retirement Planning, Estate Planning, Leadership, Customer Service, Restaurants, Training, Customer Satisfaction, Employee Training, Restaurant Management, Team Building, Time Management.

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