Choosing the Account that Fits You
At Marion Investment Advisors, we realize not everyone fits in the same box. We offer three types of account options for our clients.
Our culture to not have limitations carries forward to all aspects of working with us.
Filling in the Gaps
Acknowledging that there is more than investment planning and insurance, we have established Strategic Partner relationships with other professionals which include:
- Accounting
- Elder Law
- Estate Planning
- Debt Reduction
- Insurance