Michael J Marion & Associates is a highly experienced wealth management firm based in Santa Ana, CA, with over 45 years of expertise in estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management. They offer state-of-the-art strategies to assist families and closely held businesses in preserving their wealth and creating a lasting legacy.
With a team of top-performing professionals from various disciplines, including financial, insurance, legal, and tax experts, Michael J Marion & Associates collaborates with the best in the industry to provide customized solutions that maximize tax savings, protect assets, and ensure long-term financial objectives are met.
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