My wife had an early retirement and had a 401k transfer courtesy of Marley. It's been pretty basic in terms of what we've done but everyone has been great with us.
I've been with Marley Financial for about two years now. I use a variety of services including life insurance and financial planning, and they've been great. Neil and Bob are trustworthy guys.
I've lost nothing in dealing with Todd and having him handle my funds. I've made some decent money!
Their experience is very valuable to me. It creates a knowledge base that you can't get merely from training.
Todd and his staff come off as informative and knowledgeable about financial matters. I feel like I can trust their judgment, even in today's uncertain economic world.
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