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Marilyn Jaffe *

  • Financial Planning Assistant
    Marilyn Jaffe

    Marilyn Jaffe*
    Financial Planning Assistant

    An experienced veteran in customer service and support, I joined the Phase 3 team in 2012 after several years in the insurance industry. Call on me to prepare documents for your review meeting to build a blueprint to meet your investment and planning needs, and to assist you with account deposits and statement inquiries, check requests, transfers between accounts and the completion of new account paperwork. Working in tandem with the advisors, we create portfolio and quarterly investment reports for you. After hours, I enjoy spending time with my family and working with not-for-profit agencies.

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced

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