Stacey Marino

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Stacey Marino is a financial consultant based in Boston, Massachusetts, working with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Stacey gains a thorough understanding of each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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