Private Client Wealth Management Services

You want a financial advisor who is as passionate about your dreams as you are; someone who will take the time to get to know you, not as just another account but as someone who connects with you.

At Marathon Financial, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to work toward achieving everything you want. You get an experienced professional who understands the financial markets. And because we are a local advisory firm independent of any of the Wall Street giants, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you.

You can rely on us to provide you with advice and straightforward answers on questions surrounding:

• Financial planning

• Education planning

• Retirement planning

• Estate planning

179 Sully's Trail
Pittsford, NY   14534
Phone:585-419-2276    Fax:585-419-2265