Marcus Arnold Email and Phone Number
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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
Secure Path Advisory Group
View- Website:
- thesecurepath.com
- Employees:
- 8
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Financial AdvisorSecure Path Advisory Group Jul 2020 - Present4930 Reed Rd. Suite 100, Columbus, Oh -
Financial AdvisorSecure Path Advisory Group Jul 2020 - Present4930 Reed Rd. Suite 100, Columbus, Oh
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Financial AdvisorSecure Path Advisory Group Jul 2020 - Present4930 Reed Rd. Suite 100, Columbus, Oh
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Financial AdvisorSecure Path Advisory Group Jul 2020 - Present4930 Reed Rd. Suite 100, Columbus, Oh
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Financial AdvisorSecure Path Advisory Group Jul 2020 - Present4930 Reed Rd. Suite 100, Columbus, Oh
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Financial PlannerPrudential Financial Apr 2018 - Jul 2020Columbus, 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
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Financial Services ProfessionalNylife Securities Llc Oct 2016 - Apr 2018Columbus, Ohio AreaI help businesses, individuals and families by offering a full suite of products and services tailored to my clients needs and wants. Both are important. -
Licensed AgentNew York Life Insurance Company Aug 2016 - Apr 2018New York Life Ins. Atrium Ii South Tower #200 5455 Rings Rd. Dublin, Oh 43017Agent licensed to sell insurance through New York Life Insurance Company. -
Multi Unit ManagerPanda Restaurant Group Nov 2014 - Oct 2016Columbus, Cleveland, Cincinatti And Northern KentuckyPeople developer. Identify, recruit and develop the future leaders of the organization to help my business grow. -
Training LeaderPanda Restaurant Group Aug 2014 - Nov 2014Westerville, OhioLeading managers to the Promised Land!! -
General ManagerPanda Restaurant Group Mar 2012 - Aug 2014Columbus, Ohio AreaOversee 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
Marcus Arnold Education Details
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Aviation/Airway Management And Operations
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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