Marchand Faries Financial Management is an independent, fee-only wealth management firm located in Keystone Heights, FL. They specialize in providing investment management and strategic wealth planning services tailored to each client's unique situation and goals. With a team of experienced professionals, they strive to be their clients' trusted advisor, helping them achieve financial independence and ensuring their golden years are truly golden.
Marchand Faries Financial Management offers a range of services including investment management, retirement planning, trust advisory, tax services, charitable gifting, and estate planning. They understand the importance of personalized financial planning and work closely with clients to develop disciplined investment strategies that align with their risk tolerance and long-term objectives. With a commitment to transparency and putting clients' interests first, they are dedicated to helping individuals and families create sound financial plans and secure their financial legacies.
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