Marlon J. Altoé - He/Him/His - Financial Advisor with Eagle Strategies LLC
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Marlon is a CFP® professional who provides comprehensive, fee-based financial planning and advisory to identify each client’s unique needs.
My team and I focus on providing comprehensive, fee-based financial planning and advisory services, with an emphasis on retirement planning, asset management, and estate planning. Although we work with folks from all walks of life, our clients are primarily highly successful professionals, families, divorcing couples, and established business owners in the LGBTQ+, women, transnational, and perform
ing arts communities. Due to affinity, exposure, or both, we have developed a keen understanding of their distinctive circumstances. We utilize a team approach and put great value on direct, honest communication. We seek to work closely with our clients and all their trusted advisors (attorneys, CPAs, etc.) We practice in French, Portuguese, and Spanish. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
420 Lexington Ave., 15th Floor. New York, NY 10170
646-227-8605
California Insurance license number is 0M73984. In addition to a CERTIFIED FINANCIAL PLANNER™ offering financial planning and investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, Marlon is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
