Marion G. Cuff, CFS®

Advisor

Office: 973-729-9861
Mobile: 973-271-4764
E-mail:

Website: Visit my web site!

 

    Let Marion G. Cuff, CFS® show you how to grow your wealth, preserve your assets, and leave a legacy by creating a financial life plan for you, one that's designed to deliver the most meaningful kind of freedom: the freedom to live every day of your life knowing your goals and vision are possible!

    The Grace Financial Group (TGFG) is the only woman- owned, independent financial planning firm in Sussex County, New Jersey. Since 1985, we've been working with clients from the tri-state area and beyond.

 

      Walking the path with TGFG affords you confidence in your planning and ownership of your financial life. We value a holistic approach to money management. We begin our relationship by encircling every area of your financial life—assets and investments, liabilities and debt, taxes and insurance, social security and estate plans. Together, we'll look at where you are now, determining what's working for you and what's not. Then, we create your plan one module at a time.

    Marion manages your investments looking for growth and downside protection. She personally creates your portfolios, which might include mutual funds, ETFs, UITs, stocks, and bonds as required. She does not use third party money managers. She subscribes to Morningstar, an independent research firm, to choose your funds and monitor your investments. Your asset allocation reflects your goals, your time frame, your ability to withstand losses, etc.

    Two meetings a year keep you on course as new challenges and opportunities arise, recognizing that the success of your financial plan is not only about managing your money; it's about living your life.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck