Marathon Financial Advisors
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
6319 Fly Rd Ste 1, East Syracuse, New Yo...Phone Number
(315) 446-5797Website
www.marathonadv.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Marathon Financial Advisors
Marathon Financial Advisors is an independent firm dedicated to providing unbiased financial advice and support to individual investors and entrepreneurs. They offer a comprehensive range of investment and financial services, focusing on simplifying the complexities of the financial world. The firm aims to build long-lasting relationships with clients by understanding their financial goals and providing education and guidance. Their services include retirement planning, estate management, investment strategies, insurance, and tax advice.Explore more
Marathon Financial Advisors Org Chart
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Activity Insights
Marathon Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Marathon Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marathon Financial Advisors.
Marathon Financial Advisors Tech Stack
A closer look at the technologies used by Marathon Financial Advisors
Most Recent Scoops
Project
A mid-level source in the operations department has indicated that the organization is focusing on completing auditing initiatives.
Financial Planning, Audit, Compliance
Project
A mid-level source in the operations department has indicated that the organization is prioritizing compliance efforts over the next three months.
Compliance
Project
A mid-level source in Operations Management has indicated that the organization is planning to begin initiatives related to asset management software within three to six months. The organization is interested in a single consolidated software solution in this area. Anthony Montesano currently serves as Manager, Licensed Operations.
Consolidation, Asset Management, Software
Project
Business Intelligence, Software
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Frequently Asked Questions Regarding Marathon Financial Advisors
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Marathon Financial Advisors is an independent firm dedicated to providing unbiased financial advice and support to individual investors and entrepreneurs. They offer a comprehensive range of investment and financial services, focusing on simplifying the complexities of the financial world. The firm aims to build long-lasting relationships with clie... Read More
