Investments & Retirement Made Simple

Our business is built on a foundation of

thoughtful client relationships.

Our Mission

At Marquis Financial we believe in the financial planning process. While this means different things for each client, the one constant is our ability to listen to what is truly important to the clients that we serve. Over the past 28 years, we have helped hundreds of clients with their retirement and investment planning. Our goal is give each client the tools and information they need to make the best decisions possible. This process creates a partnership that gives them the opportunity to help make a confident transition into retirement.

Investments

We create strategies tailored to your goals and help address all your investment needs.

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Retirement Planning

We offer objective advice and put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Protecting your Legacy

To provide long term security for your family, you must have a blueprint for success. Marquis Financial can get you there.

Marquis Financial offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Marquis Financial is El Segundo’s preeminent investment advisor.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

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