Mitchell Marcus Email & Phone Number

Mitchell Marcus has over 25 years of experience in the financial services industry having gained valuable experience with his work in the Brokerage and Banking divisions of Centier Bank. Mitch concentrates on helping clients stay focused by guiding them in making good financial decisions. He is committed to providing advice and solutions that are both actionable and easy to understand.Mitch is a strong advocate for managing risk as part of the planning process. By using a mix of strategies and product designs, helping clients reach financial goals and objectives can be more efficiently and successfully achieved.Mitch has been recognized by Cetera Investment Services as an elite Investment Advisor by awarding him with membership in the firm's 2011 President Club.Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

Listed skills include Retirement Planning, Asset Management, Wealth Management, 401K Rollovers, and 1 others.

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  Investment Adviser Representative

  Centier Bank / Cetera Investment Services

  Aug 1994 - Present - 8020 E. 109Th Ave, Crown Point , In 46307

  Providing clients with investment and wealth management services through the implementation of asset allocation design and risk management strategies. An additional focus is in the area of retirement planning and income analysis by providing guidance and solutions to better accomplish long term goals.

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  Purdue University

  Industrial Management