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Michael Marge, Financial Advisor

FINANCIAL ADVISOR
Michael C Marge

CFP®, CEPA®, CRPS™
30 Mechanic Street Suite 1, Foxboro, MA 02035opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • College Savings
  • Charitable Giving
  • New Investors
  • Intergenerational Planning

About Michael

Raised in a family active in our community, I learned from an early age that understanding the needs and wishes of those around us is essential to help folks move forward, whether through challenging times or staying focused on goals in better times. Those early lessons led me to the work I love, as a financial advisor. By helping others build, maintain, protect and transfer their wealth, I’m empowering my neighbors to invest in the businesses, organizations, people and communities they believe in.

My practice is based on four core values:
1. Integrity: in all we do, all the time.
2. Stewardship:...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Harvard UniversityMasters

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Woodworking
  • Reading

Team Members

  • Missy Taddeo
    Sr. Branch Office Administrator
  • Deb VanHall
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(508) 543-8885

Fax

(877) 223-0566

Office Address

30 Mechanic Street Suite 1
Foxboro, MA 02035opens in a new window

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