Ellen M Marcus

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategy design

About

Ellen M Marcus is a financial consultant based in Monroeville, Pennsylvania, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Ellen employs a thorough discovery process to understand her clients' specific situations, focusing on high net worth individuals, families, corporate executives, and businesses. Her services include investment management and insurance strategy design to help clients achieve their financial objectives.

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