Are you well taken care of?
It’s a simple question, but when it comes to your relationship with your financial adviser, it means the world.
We believe being well taken care of means you can count on us to work in your best interest to accomplish your goals. It’s what parents do for their children. What friends do for one another. We believe in those values.
That’s why we combine the power of a personal, one-on-one relationship and institutional resources to help you build and preserve wealth. We do it because we understand the peace of mind that comes from knowing you're treated like family.
A promise may be a novel idea in the financial industry...
but it shouldn't be.
There are many financial firms you can choose. They offer products and services, the latest bells and the fanciest whistles, but despite all of the offers, very few promises are made to clients. It might be old fashioned, but we believe you deserve some important things from your financial services firm: knowledge, experience and a simple promise to put your interests first.
That's our promise: to put our client's interests before any other consideration. Our independence allows us to make that promise. We make it because, when you choose a firm or an advisor to entrust with your money, your hopes and your dreams, we think it's only fair that you be promised something in return.
The Power of Independence
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A message from
W.M. Nzambi, CFP® contributes to
Personal Financial Planning Theory and Practice, 9th Edition textbook.
The Power of Institutional Resources
Mariner Financial Group has a network of Professionals whose expertise can be called upon during the Planning Process. These professionals may include CPA's, Attorney's, Pension Administrators, Actuaries, Insurance Underwriters, Financial Advisors and others affiliated with our Broker/Dealer and Registered Investment Adviser, Equity Services, Inc. (ESI). W.M. Nzambi is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338, 770-512-5100.
Mariner Financial Group is independent of Equity Services, Inc.
I am licensed to sell securities in PA, CA, FL, GA, IN, OH and KY and insurance in: PA, VA and FL. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct business.
CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Firm and investment professional background available on BrokerCheck.