Steve Marcou
Indianapolis, Indiana
“I enjoy seeing clients retire with confidence and helping them achieve their goals once they retire.”
Above all else, Steve wants to help his clients achieve their financial goals.
Steve has nearly two decades of expertise in tax saving strategies along with retirement planning.
Steve works with high-net-worth individuals who need help with their retirement assets, especially retired college professors.
After working with my own financial advisor, I realized I loved the idea of being able to help others achieve their financial goals. In 2006, I accepted a job with AXA Advisors working in the insurance industry and then later on in banking at Huntington Bank and JP Morgan. My financial advisor career now spans almost 20 years.
I work with clients who want help managing their retirement assets. I tend to work with a lot of retired college professors.
My primary areas of expertise are in retirement planning and tax saving strategies.
I help clients manage their retirement assets while targeting efficient tax strategies to avoid unnecessary taxes, where possible. I also help clients generate income while in retirement.
More than anything, I believe my nearly two decades in the industry and having historical visibility into so much change in the markets over the years sets me apart. I’ve navigated my way through about three bear markets, which included supporting clients and their financial needs accordingly.
I enjoy seeing clients retire with confidence and helping them achieve their goals once they retire.
I really enjoy the technology that Savvy provides. I also think the innovation and energy of the organization makes it an amazing place to work.
Neither Savvy Wealth nor Savvy Advisors compensates directly for testimonials provided by advisors. However, advisors may have an indirect financial incentive to provide testimonials.
