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Mitchell Marcus, CLU®, AEP

Mitchell Marcus, CLU®, AEP

May your swishes come true

Any successful sports team relies on their head coach to provide the team with a game play to lead them to a victory.

Imagine your financial world as having a similar structure to a football team. Your offensive and defensive players are your accountant, attorney, property and casualty brokers, etc. Only on this team, you are the quarterback, and I am your head coach. Working closely together, we can create a financial game plan to prepare you for life’s next play.

My mission is to provide a financial strategy for you, so that you and your family will be protected regardless of what happens to you. I find a deep satisfaction when I can help clients have a better understanding of what exactly they need, and how my relationship will benefit them. My clients are consistently prepared for whatever it is that life may throw at them. 

I have been fortunate to spend nearly four decades forging friendships with my clients, and I value each and every one of these relationships. Your best interests are, and always have been, my priority. 

My wife and I are grateful to call Hingham, MA our home, where we raised our two extraordinary, intelligent, successful, beautiful, courageous, talented, and kind daughters. We love to travel around the world together, and among other things, I am an avid Boston sports fan. 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian.