Back to Search Favorites List

Joseph Marques (CFP®)

Joseph Marques focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Additional Information

I received my bachelor's degree from Virginia Tech. I am a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA).

Our firm helps clients prepare for and enjoy their retirement.

NAPFA Start Date

April 16, 2014

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

1829 E Franklin St Bldg 600 Suite E-5 Chapel Hill, NC 27514 Phone: (919) 366-7477
View
Visit Website