Marathon Group Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
27247 Madison Ave Ste 116, Temecula, Cal...Phone Number
(800) 366-0319Revenue
<$5 MillionIndustry
About Marathon Group Financial
Marathon Group Financial specializes in retirement planning, offering personalized financial roadmaps and strategies to ensure clients have sufficient income throughout their retirement. They provide services such as retirement income strategies, wealth management, and life insurance, focusing on protecting assets from market risks and minimizing tax impacts. The company is dedicated to engaging with clients and guiding them through their retirement journey, emphasizing a 'people-first' approach. Founded by Lisa Brumfield, who has over 34 years of experience, the firm aims to make retirement planning simple and effective for retirees.Explore more
Marathon Group Financial Org Chart
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Marathon Group Financial specializes in retirement planning, offering personalized financial roadmaps and strategies to ensure clients have sufficient income throughout their retirement. They provide services such as retirement income strategies, wealth management, and life insurance, focusing on protecting assets from market risks and minimizing t... Read More
