Marquez & Hsieh
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1875 S Grant St Ste 750, San Mateo, Cali...Phone Number
(408) 963-2872Website
www.wradvisors.comRevenue
$7.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1
About Marquez & Hsieh
Ed Felan is a financial advisor based in Medford, OR, who offers a range of services including investment management, estate planning, insurance, and tax strategies. He focuses on building lasting relationships with clients, viewing them as an extension of his family, and tailors financial strategies to meet their unique needs and life changes. The firm emphasizes a values-based approach to financial planning, aiming to support clients in achieving their financial goals while contributing positively to the community. Ed provides a wealth of resources to enhance financial literacy and assist clients in navigating complex financial decisions.Explore more
Marquez & Hsieh Org Chart
JB
Managing Principal
CK
Associate
JP
PreferredBrokerAgent
AB
Division Administrative Associate
CW
Managing Partner
BT
CFP
SF
Lpl Financial, Waddell Advisor
HG
Lpl Financial Advisor
ME
Financial Advisor
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Ed Felan is a financial advisor based in Medford, OR, who offers a range of services including investment management, estate planning, insurance, and tax strategies. He focuses on building lasting relationships with clients, viewing them as an extension of his family, and tailors financial strategies to meet their unique needs and life changes. The... Read More
