Jeffrey Gardiner

Marathon Capital Strategies is an independent financial and swap advisory firm based in Haddonfield, NJ, specializing in the senior living and nonprofit sectors. The firm offers a range of services including capital strategy, financial swap advisory, and municipal bond placements. With expertise in capital planning, investment through mergers and acquisitions, and debt restructuring, Marathon Capital Strategies is dedicated to supporting its clients' financial needs. Their services also encompass interest rate swaps, derivative products, and various investment portfolios. Generated from the website

Co-Missions LLC is a woman-owned, independent investment advisory firm based in Cherry Hill, NJ. They specialize in providing individualized financial planning advice to families, business owners, executives, teachers, and parents who are on a mission to see their family and community thrive. With a focus on relationships and a commitment to understanding their clients' needs and goals, Co-Missions aims to simplify their clients' financial lives and secure their financial well-being through comprehensive financial planning, holistic wealth management, and sustainable SRI ESG investment management. As fiduciaries, Co-Missions and its affiliated Investment Advisor Representatives serve as partners and stewards of their clients' wealth, offering innovative and custom services tailored to meet their clients' unique circumstances. With a dedication to providing dedicated service and thoughtful craft, Co-Missions walks clients through the process of creating personal financial plans, navigating family transitions, and evaluating employee benefits. They do not collect commissions or act as a custodian for any client assets, ensuring that their clients' best interests are always at the forefront of their approach.Generated from the website

PMC-Pension Management Co is a trusted and reliable resource for individuals seeking expert guidance on IRAs, HSAs, and ESAs. With a commitment to providing the latest information and personalized service, PMC offers a comprehensive range of resources including hotlines, newsletters, training opportunities, and reference volumes, ensuring that customers are well-informed and equipped to make informed decisions. PMC's dedication to being the go-to expert in the field is evident through their real-time phone support, seminars, and marketing tools, all designed to empower individuals to navigate the complexities of retirement planning. With PMC's updated resources and exceptional service, customers can confidently rely on their expertise to save the day.Generated from the website