Marc Aarons

Role: President at Money Managers, Inc
Location: Las Vegas, NV, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

President
Money Managers, Inc
Sep 2009 — Present
Provides leadership to a team of great intellectual people to provide financial consulting to Small Business and high networth individuals and families! Expert in:Cash flow management, investing, income protection, legacy building, college funding, and anything to do with Money matters.

Skills

Budgets
Real Estate
Investment Advisory
Iras
Business Development
Marketing
Team Building
Investments
Insurance
Leadership
Coaching
Financial Planners
Business Strategy
Public Speaking
Start-Ups
Risk Management
Fundraising
Account Management
Portfolio Management
Financial Advisory
Strategy
Strategic Planning
Analysis
Wealth
New Business Development
Management
Finance
Time Management
401k
Contract Negotiation
Wealth Management Services
Business Planning
Individual Health Insurance
Management Consulting
Business Analysis
Sales
Training
Strategic Financial Planning
Sales Management
Marketing Strategy

Contact information

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Work email
•••••@ocmoneymanagers.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Money Managers, Inc

Financial Services · 12 employees · Founded 2009 · Las Vegas, Nevada, United States

At Money Managers Inc, we provide ongoing advocacy in all aspects of our clients’ financial lives, leaving no stone unturned in striving to help them achieve their goals. Managing your investment portfolio is an indispensable part of our services, but we understand that it is just one piece of your unique and ever-evolving financial puzzle. We aim to do much more. Our clients know how much they can safely spend and when they can retire without jeopardizing their financial health. They know how to capitalize on every tax efficiency available. They know how to best utilize Medicare and Social Security to suit their needs. They know they have the right insurance coverage to protect them from life’s perils. They know they have appropriate estate planning in place. They have confidence that they are making sound decisions about whether to buy or sell a residence or investment property, whether to refinance and which terms to choose, whether it is best to accelerate mortgage payments, and whether it makes financial sense to install rooftop solar. They know that if life throws them a curveball, they have someone in their corner to help them through thick and thin. Our clients know all these things because figuring out life’s financial complexities is what we do, and we have found that the comprehensiveness of our financial advice gives our clients the peace of mind to focus on the things in life that matter more than money. Contact us today in Orange County, California, San Luis Obispo County, or Las Vegas, Nevada, and let us be Your Trusted Advisors

ocmoneymanagers.com

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Experience

President

Skills

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