Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Florida > West Palm Beach > Katarzyna A. Marczyk, CFP®, CRPC
Find the Certified Financial Planner™
Who's right for you.

Katarzyna A. Marczyk, CFP®, CRPC

Anchor Wealth Management Group LLC

224 Datura St
Ste 507
West Palm Beach, FL 33401
Phone: (561) 228-8688
Fax: (561) 228-8628

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.