Michael J Marion & Associates

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1604 E 4th St Ste 1
Santa Ana, CA 92701
+1 (714) 241-7114
https://www.marionconsulting.com

Michael J Marion & Associates is a seasoned advisory firm specializing in family wealth preservation and legacy planning, with over 45 years of experience. Their comprehensive services encompass estate and gift tax planning, asset protection, philanthropic planning, and investment management tailored for high net worth families and closely held businesses.

By leveraging their extensive network of top professionals across various disciplines, the firm provides clients with customized strategies designed to maximize control over their assets and minimize tax exposure. Their team focuses on creating peace of mind through effective business succession and retirement planning, ensuring a lasting family legacy.

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United States›California›Santa Ana›Michael J Marion & Associates

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