Marathon Group Financial - Murrieta, California

Overview of Marathon Group Financial

Marathon Group Financial, located at 24641 Washington Ave, Murrieta, CA 92562, stands out as a trusted financial planning service provider in the Murrieta area. With a phone number 8003660319 readily available, potential clients can easily reach out for assistance. Their official website, marathongroupfinancial.com, serves as a comprehensive resource for understanding their services and specialties.

Key Features and Specialties

Marathon Group Financial specializes in offering financial planning services, ensuring that clients like you receive tailored advice to meet your unique financial needs. The company prides itself on its client-centric approach, aiming to make the complex world of finance accessible and understandable. Their commitment to customer satisfaction is evident in their wheelchair accessible facilities, including entrances, parking lots, and restrooms, ensuring that everyone can access their services comfortably.

Accessibility and Appointments

Recognizing the importance of accessibility, Marathon Group Financial has made significant efforts to accommodate all visitors. Their wheelchair accessible entrance, parking lot, and restrooms are just some of the measures they've implemented to provide an inclusive environment. For those seeking personalized attention, it's noted that appointments are required. However, this is not merely a formality; appointments are highly recommended to ensure that you receive the dedicated service you deserve.

Client Opinions and Experience

Clients have left glowing reviews, with an impressive average rating of 4.9/5 on Google My Business. These reviews speak volumes about the exceptional service provided by Marathon Group Financial. Many have praised the honesty and care exhibited by their team, particularly highlighting Lisa's dedication to her clients' best interests. The company's approach extends beyond financial advice; they also organize fun events like dinners and pie-eating contests, fostering a sense of community among their clients.

Recommendation

Considering the high praise and the commitment to accessibility and client satisfaction, Marathon Group Financial is an excellent choice for anyone seeking professional financial guidance. Whether you're new to financial planning or looking to refine your current strategy, their services could be invaluable. To learn more or to schedule an appointment, visit their website marathongroupfinancial.com. Don't wait to take control of your financial future - contact them today to discover how they can help you achieve your financial goals.

👍 Reviews of Marathon Group Financial

Linda M.

5/5

I went to several dinner meetings before I met with Lisa a few years ago and to me- she is an honest, super caring person with my Best interests in mind! She has helped me so much! And her clients dinners, pies at Thanksgiving, meetings each anniversary to go over any changes and other fun events she plans shows me she really appreciates all of us!!! 💓💓💓

Carol V.

5/5

Lisa is wonderful and everyone on her team has been helpful and professional. They have always answered my questions and made the process simple for me. I’m so thankful that I responded to that first invitation to a seminar.

Linda F.

5/5

I have been with Marathon Group Financial for a few months. I updated my annuity from another financial company and Lisa has been more helpful and willing to answer all my questions. She frequently reaches out to her clients and is very easy to work with. I would highly reccommed her.

Debbie D.

4/5

Lisa provides great info, is very informative and always ready to meet with you and provide any feedback in a timely manner. Very happy with my decision to join
The Marathon Group!

Hynek P.

5/5

Lisa was amazing again. Very helpful meeting. Looking forward to meet up with her next week to discuss the new options. Thank you.

cindy V.

5/5

It was so nice that Lisa and staff greeted everyone with the Holiday Spirit! We appreciate wonderful pumpkin pie and beautiful calendar.
Thank you and hope you all have a wonderful holiday with family and friends 💗

Dr. K.

5/5

Lisa Brumfield and her group operate as an excellent fiduciary for your retirement, at least that’s what I’ve experienced. She is someone that you can trust.

Dewanda V.

5/5

I’m so glad that I met Lisa and her team at Marathon Group Financial! Perfect timing for me to have my finances reviewed and get help planning for my future and retirement.