Marathon Group Financial

Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance Products are offered through Marathon Group Financial, dba MG Financial & Insurance Solutions, Ca License # OK42939. By Contacting Lisa Brumfield or Marathon Group Financial, you may be provided with information regarding the purchase of insurance products.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Services Template
- Retirement Planning
- Annuities
- Wealth Manangement
- Life Insurance
Sentiment Analysis
Lisa and her team are wonderful.
Lisa (and her whole team) have been very helpful with straightforward recommendations, explaining as much as necessary and showing extreme patience.
They always do what is right to ensure theirs customers money is safe.
Very happy to work with Lisa and her supporting staff.
She has earned our trust and we look forward to to lifelong commitment to her.
Marathon Financial is great in treating their clients like family.
We come away from meetings with Lisa with our questions answered, not puzzled, saying to ourselves WHAT DID SHE JUST SAY, as was the case with our former advisors.
Lisa is a true fiduciary and professional money manager for all your financial needs.
If you want a Financial advisor who's kind, knowledgeable, considerate and a joy to talk to, look no further than Lisa Brumfield at Marathon Group Financial.
Lisa Brumfield really takes care of us with all of our needs they treat us like family
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Financial Advisors near Murrieta
- Retirement Planning and Investment Management Services In Your Area
- Retirement Planning and Investment Management Services near Eastvale
- Corona Financial Planning & Wealth Management Firms
- Wealth Management Advisors in Jurupa Valley
- Wealth Management Advisors in Indio
- Palm Springs Financial Planning & Wealth Management Firms
Read more reviews on:
Please leave us a review and let us know about your experience.