Thinking Big Financial
Thinking Big Financial is a registered investment advisor in the state of New York. Owned and operated by Jim Marrocco, CFP®. Providing financial planning and investment management services to individuals, families and small business. Thinking Big Financial also caters to the LGBT community.
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2
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3
1 to 10 range
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- JM
Jim Marrocco
Founder, Certified Financial Plannertm & Investment Advisor · Other
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Brandon Tacconelli
Director of Client Care & Financial Planner · Other
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Top roles at Thinking Big Financial
2 distinct titles indexed · top 2 shown.
- 1director of client care & financial planner
- 1founder, certified financial plannertm & investment advisor
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