Michael
Marion is the founder and President of Marion
Consulting which is currently celebrating
28 years of service. He has limited his practice
to focusing on Family Wealth Transfer, Philanthropic
Planning, Business Succession and Executive
Benefit needs of high net worth families and
successful closely held businesses.
Professional Credentials:
-
Chartered Life
Underwriter (CLU), 1984, The American College,
Bryn Mawr, Pennsylvania.
-
Chartered Financial Consultant
(ChFC), 1985,
The American College, Bryn Mawr, Pennsylvania
-
Certified Specialist in Planned
Giving (CSPG), 1997,
American Institute for Philanthropic Studies
at CSU, Long Beach
-
Registered Securities Representative,
National
Association of Securities Dealers, Inc.
(FINRA)
Amaden Gay
Agencies, Strategic Partner
The Amaden Gay Agencies, Inc. specializes in providing personal insurance for high net worth families both nationally and internationally. Our Private Client Services department offers diverse and comprehensive property & casualty products from Chubb, Chartis, ACE Private Risk, Fireman's Fund and PURE. For over 100 years the Amaden Gay Agencies have been providing innovative insurance solutions and unparalleled service. There is simply no insurance agency better able to assess and manage the complex risk management needs of your family.
Venture Pacific
Insurance , Strategic Partner
Venture
Pacific Insurance Services, Inc. was founded
in 1996 in Irvine, California. The owners of
Venture Pacific founded the agency on the principles
of a service first based approach. We feel that
in the ever-changing insurance marketplace,
the client needs to be represented by an agency
that has the ability to change with the times,
adjust to market fluctuations and handle market
volatility.
We are licensed in all fifty states individually
and have the ability to be international in
scope. We believe that in order to command loyalty
we must provide you with the highest level of
service and commitment the first time every
time!
Copyright
2007, Exeter Financial, LLC, All Rights Reserved