Marc Alan Wealth Management

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95 Phillip Dr
Rockaway, NJ 07866
+1 (908) 447-9665
https://www.marcalanwm.com

Marc Alan Wealth Management, based in Rockaway, NJ, is a fee-only registered investment advisory firm that specializes in tax-efficient investing for landlords and individuals facing tax concerns. The firm is dedicated to educating clients about financial strategies they may not be aware of, aiming to protect and enhance their wealth for future generations.

With a focus on investment management and various tax shelter strategies, Marc Alan Wealth Management seeks to identify and resolve financial issues that clients may not even realize they have. The firm prides itself on its commitment to personalized service and its unique approach to helping clients navigate the complexities of wealth management.

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5.01 reviews
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Marc L.
10/11/2024

Ongoing financial guidance offered by a strict fiduciary. Read Marc Alan Wealth Management's blog to learn forever life changing knowledge. https://www.marcalanwm.com/blog226e3555

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United States›New Jersey›Rockaway›Marc Alan Wealth Management