Ross Marino - Raymond James
Financial Service
Why pick this one
Ross Marino - Raymond James provides fee-only retirement planning and investment management in Wilmington for people approaching retirement or already retired.
Best for
- People preparing to retire within the next five years
- People who are already retired
- Married couples and single women, including widows
- Clients with approximately $1 million or more in retirement and investment assets
- Clients seeking an ongoing primary-advisor relationship
Look elsewhere if
- People seeking financial guidance unrelated to retirement planning
- People specifically seeking commission-based financial products
- People who need emergency or rapid-response financial services
Specialties
- retirement planning
- investment management
- planning for people approaching retirement within five years
- planning for already retired clients
Certifications
- CFP® certification held by Bryant Lester
What makes them different
- Fee-only registered investment adviser paid through advisory fees rather than product commissions
- Fiduciary duty to put clients' interests first
- One primary advisor leads each ongoing planning relationship
- Typical clients have $1 million or more in retirement and investment assets
- Offers in-person meetings at the Wilmington office and virtual meetings
- Serves
- Wilmington, Leland, Duluth
Distilled from this business's own website.
Contact & Location
- Address
- 210 Avondale Ave Ste 4, Wilmington, NC 28403
- Phone
- (910) 395-1991
- Website
- https://www.raymondjames.com/mikegiblin
Services
- ongoing financial planning
- retirement planning
- investment management
- financial decision analysis
- financial step coordination