Name: Marion Syversen
Title/Occupation: Owner - Financial Advisor
Business Name: Norumbega Financial
Phone: (207) 862-2952
Email Address: Marion@NorumbegaFinancial.com
Web Address: www.NorumbegaFinancial.com
Business Description: Before I became a financial advisor my husband and I met, as clients, with investment professionals and we felt confused by the process. I know how it feels to be on the other side of the desk. With my education in finance, a Master's degree and additional professional training I have the knowledge to help explain everything we do and why things are done. I'll explain how long the process may take, the pros and cons of various investment vehicles, the stock market and how everything fits into the strategy of your plan. Clients tell me they now feel empowered, informed and in charge of their financial lives. I can be amusing, so meetings will be migraine-free, even while you learn.
After you become a client we will have annual reviews so we can keep on track and help meet your goals. I'll call and sing to you on your birthday, or send a "singing" email. There will be email communication several times a year as market conditions change and my office is available to answer your questions.
I explain financial information in the Money with Marion segment on Fox 22,Tuesday's at 5:30, and have written a book that includes several chapters on retirement planning called Real Deal: Making Big Changes with Small Change.