Margel Wealth Management
As an independent advisory firm, our clients benefit from a hands-on, straight-talking, personalized approach where we are answerable only to them. At the core of our organization is the belief that we must align perfectly with our clients' objectives to protect the wealth they have. We are passionate about our commitment to excellence, service, results, and integrity.
Unlike the frenetic pace of many financial services institutions, clients find a different atmosphere at Margel Wealth Management. There's a lot of listening going on. As your partner in financial decision-making, our objective is to understand your goals. We listen to every client's needs and aspirations and develop a financial strategy to meet your individual, unique circumstances. That's how we built our reputation as seasoned independent financial advisors—experienced professionals who put a premium on service. We know who you are and ensure that you will not be lost in the shuffle of a large corporation. We understand today's complex financial environment, respond to changing market conditions and legislation, and successfully build long-term relationships with clients, whether they are pursuing their fortunes or have already secured their wealth.
Address: 28 Farview Terrace, Paramus, NJ 07652, USA
Phone: +1 201 843 0088
FAX: +1 201 843 8833
