Jackie Onan's Contact Details

Jackie Onan's Company Details

M & M Wealth Management

Fort Myers, FL, US • 5 - 9 Employees
Financial Services

We take a holistic approach to Financial Planning. We believe every person is unique. Every person has different dreams, goals, challenges and risk tolerances. We look at the entire picture and customize a plan that is best suited for you. Unlike a lot of firms, we are not limited to a specific company, product or service.We have every tool at our disposal and we know how to use them all to provide advice thats always in your best interest. Some of these tools include stocks, bonds, ETF's, model portfolios, managed portfolios, alternative investments and hundreds of insurance & annuity products across dozens of companies.We limit the amount of clients we take so we can focus on providing quality comprehensive service & advice. We also merge traditional advisory practices with modern technology such as video conferencing and remote management so we can pass the time and cost savings to you.M&M Wealth Management has about 32 years of investment management, insurance and financial planning experience between its partners. Eric Marvin has a BS in Finance, CFP® and CRPC®. Guiseppi Morabito has BS in Corporate Finance, Financial Services and CRPC®. Both Guiseppi & Eric have trained, worked at and have extensive experience at traditional broker dealers and insurance companies such as Merrill Lynch, FSC Securities, JP Turner and MetLife. They discovered the limitations and conflict of interest that exist in most traditional advisory practices so together they decided to form an independent RIA firm with the freedom to offer their clients a wide universe of products & services that are in the best interest of their clients not any particular firm, hence M&M Wealth Management was born.