Bill works predominately with business owners and individuals on their unique financial planning needs and has been dedicated to financial services for over 20 years. He takes great pride in assisting clients with the creation, preservation, and transfer of assets while minimizing taxes as well as implementing strategies to mitigate risk. Marco Wealth Strategies Group utilizes a disciplined approa
ch which concentrates on the 13 wealth management issues that are critical for clients to address. We provide a very high level of service to clients due to the vast resources available through our broker dealer, Cetera Advisors, Inc. Marco Wealth Strategies Group’s approach to retirement planning uses an Income for Life Strategy to help clients not outlive income in their retirement years. We also analyze Social Security options and implement customized Claiming Strategies designed to maximize Social Security income received over an individual's lifetime. They also assist clients with wealth transfer reregistration of assets to meet Irrevocable and Revocable Trust requirements. The firm works closely with members of organizations such as National Grid TWU local 101 and the NYC Department of Sanitation Retirees Association.1 Bill sits on the Board of Directors for the following organizations – Staten Island Community Board 3, Senior Umbrella Network Brooklyn (SUNB), the Pleasant Plains, Richmond Valley Princes Bay Civic Association and formerly he served on the Board of Directors of YMCA. Clients listed are based on geographical location. He is a regular presenter of financial topics, such as, Social Security, Women and Investing, and Estate Planning Preparation at local YMCA's and Jewish Community Centers (JCC). Community Board 3 on the South Shore of Staten Island. In addition, Marco Wealth Strategies Group is a proud supporter of local groups and charities2, giving back to the community through such programs as the American Cancer Team Determination, The Stephen Siller Tunnel to Towers Foundation, Wounded Warriors Project, and SI Project Home Front. Bill enjoys partaking in various forums and has been a participant on Fox Business Charles Payne’s “Invested In You”, a frequent guest on financial radio shows such as 970AM The Answer, and WCTC 1450, as well as a panel guest on local cable SICTV show. He was featured in an Investment News article by Mary Beth Franklin “Future retirees focus on reducing taxes”.3 Bill was also the 2018 Kings of Staten Island recipient, an award which recognizes special service to the Staten Island community as well as, the ability to make a difference in the lives of others. Bill lives in South East Annadale, Staten Island, with his wife, Donna. Together, they have three children (Alyssa, Billy, and Gabrielle) and three grandchildren (Joseph, Lilianna, and Jack). In his free time Bill enjoys making wine, participating in outdoor activities, traveling, and is an avid reader. Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Certifications:
Certified Wealth Strategist ® (CWS) designation from Cannon Financial Institute, an Accredited Asset Management Specialist ® (AAMS) designation from the College of Financial Planning, designated as a Certified Retirement Counselor ® (CRC) from The International Foundation for Retirement Education®. In addition, he holds a Certified Plan Fiduciary Advisor certification (CPFA) from the National Association of Plan Advisors®. Bill enjoys partaking in various forums and has been a participant on Fox Business Charles Payne’s “Invested In You,” a frequent guest on financial radio shows such as 970AM The Answer, and WCTC 1450, as well as a panel guest on local cable SICTV show. He was featured in an InvestmentNews article by Mary Beth Franklin “Future retirees focus on reducing taxes”. 3 . Bill was also the 2018 Kings of Staten Island recipient, an award which recognizes special service to the Staten Island community as well as, the ability to make a difference in the lives of others. Main offices in Staten Island, Garden City LI, & affiliated offices in Brooklyn NY and Palm Beach FL. Wealth Strategies is dedicated to each client's financial success. For more information, contact their office at 718- 967-3106 or visit www.marcowsg.com . Marco Wealth Strategies Group, Inc. is an independent wealth management firm providing investment strategies to clients in NY, NJ, FL, and MD. Registered Representatives offer securities through Cetera Advisors Inc., a Registered Broker/Dealer Member FINRA/SIPC. Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
1 It is not known whether the listed clients approve of Bill Marco or the advisory services provided.
2 The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved
