Strength and Clarity in Planning



At Marquise Financial we believe every client is unique. Our mission is to listen to our clients, understand their objectives, and guide them to obtain the goals most important to them and their families through:

    Trusted Guidance

    Clear Advice

    Thoughtful Solutions

Our services include:

    Retirement Planning

    Estate Planning


    Life Insurance

    Executive Benefits

    Employee Benefits

♦    Disability & Long Term Care

Please give us a call to schedule your complimentary consultation at 616-575-3518.

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