Marlene Dattilo

Background

About Marlene Dattilo

My skill set aligns best with entrepreneurs and closely held business owners. In the current environment, business owners have a unique set of opportunities and challenges that require individualized planning in the following areas: •Pension Strategies •Risk Management •Employee Benefits & Retention •Business Succession •Retirement Planning •Buy/Sell Agreements Proper planning requires cooperation among the business owners advisory team such as bankers, accountants, and attorneys, in addition to your Certified Financial Planner® Practitioner. During my 27 years in the business, I have aligned myself with many such professionals in order to serve the entrepreneur. Currently, my team is holding CPE classes for the accounting professionals. We can schedule classes for your firm or you are free to attend our general classes being held over the summer. Feel free to contact me about CPE classes or any other services mentioned above. I am licensed to sell insurance in: New York, Florida, Maryland, Minnesota, Ohio, North Carolina, Alabama, Maine, Missouri, South Carolina, Virginia and securities in: New York, Florida, Georgia, Maryland, Minnesota, North Carolina, Ohio, Wisconsin, California, South Carolina, Virginia, Missouri, Texas, Kentucky, Pennsylvania. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC Supervisory address: 700 Bausch & Lomb Place, Rochester, NY 14640 (585) 262-5600. Keystone Capital Partners Group, LLC is not an affiliate or subsidiary of MML Investors Services, LLC. Specialties: Certified Financial Planner CFP® Certified Family Business Specialist Certified in Long Term Care FINRA Registrations 6, 7, 63, 65, and 24