Marguerite Tomeo

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

Marguerite Tomeo is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Marguerite employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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