Financial Services
I opened my own financial practice through New York Life / NYLIFE Securities because I believe that everyone can and should take control of their financial destiny. I listen to my clients' needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies.
My services include:
Financial and insurance planning
Tax diversification and reduction strategies
Non-qualified executive benefit strategies
Estate tax mitigation
Wealth transfer and distribution strategies
Business protection and succession
Enhancing executive and employees’ benefits, often at no direct cost to e business
Setting up qualified and nonqualified workplace retirement plans
Charitable planning
I am an associate member of the New York State Society of CPAs (NYSSCPA), where I sit on the Business Exit and Succession Planning, Trust and Estates Administration, and Estate Planning Committees.
I am authorized to offer AARP-branded products and services. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Visit my website and follow me on Facebook (www.facebook.com/marlonjaltoe), where I share helpful tips and updates.
New York, NY
10170
Our mission is to provide lifetime security, taking advantage of beneficial tax planning and the prudent use of savings, insurance and a diversified investment portfolio.
Monrovia, CA
91016
Smart Daily Administrators LLC, was created for one purpose: to make life easier for individuals, families and small businesses. We're a daily money management company offering payment and budget services, assistance with financial, legal and insurance forms, and help with all the complex paperwork that you don't have time for. We work with time-pressed professionals, with busy families, with small business owners and with seniors who need help sorting through the complexities of personal finance and insurance in order to stay independent. While we handle the paperwork and red tape, our clients get peace of mind and more time for the important things in life.
White Plains, NY
10601
Wells Fargo & Company is an American international banking and financial services holding company headquartered in San Francisco, California, with "hubquarters" throughout the country.
We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we're headed and how every Wells Fargo team member can help us get there.
