Strength and Clarity in Planning

Marquise Financial utilizes an innovative approach to providing financial strategies to manage wealth, minimize taxes and maximize value for small to medium size business owners, individuals in transition, and upper income individuals. Marquise Financial takes a team approach and creates value for clients by looking at each as an individual with unique financial needs.  The team uses a strategy to develop ideas that can be easily understood and implemented. With a long-term perspective and a comprehensive understanding of  planning, we'll work closely with you to help you satisfy your dreams for today so that you can live your dreams tomorrow.   

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

Marquise Financial created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

As an ongoing commitment and dedication to addressing the ever-changing needs of our clients, we have sought continuous educational opportunities for ourselves to provide our clients with the best possible advice.  To expand our knowledge and grow professionally, Darlene Frederick holds a Certificate in Retirement Planning from Wharton, University of Pennsylvania.* 

Be sure to add our site to your list of "favorites" in your Internet browser and take advantage of this resource and visit us often. We frequently update our information and wish for our clients to be informed of any developments in the area of finance.

* Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.