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Client Focused & Relational
Jeff Marzolf and his team provide financial services by getting to know you, who you are and what you are about.
Learn More Newsletter SignupOur Philosopy
We are the antithesis of the “robo” advisor. We believe we can provide you with a higher quality of service and advice by building a relationship with you. Through understanding, relating, and drawing upon our shared experiences and intuition, we partner with you to help you achieve your financial goals.
Our Values
We utilize great technology to support our relationship,
not be the relationship.
Our Process
Here’s an overview of what you can expect when you work with us. We start by getting to know you and your needs. Then we develop a plan that addresses your unique investment needs and goals.
1st Meeting
Our 1st meeting is a time to get to know each other and talk about your objectives. Plan to bring any relevant information such as wills, statements, budgets, etc…
2nd Meeting
The 2nd meeting is when we discuss details. Together we will agree on a strategy that is in your best interest. This tends to be a collaborative process where Jeff explains your options, and you work together to develop a strategy that suits you.
Process & Strategy
We use a time-tested process to help organize and prioritize your objectives. We then design an individual strategy just for you with one goal in mind – your success!
Review
Jeff likes to review accounts based on the preferences of his clients – some clients prefer to review monthly or quarterly – but Jeff will want to meet with you at least annually.
Services
At Raymond James Jeff is able to address the full spectrum of your financial needs, including but not limited to retirement and retirement income planning, estate, trust and generational planning, life insurance and long term care needs, and educational funding.
Referrals
Jeff considers your referrals the highest and best form of compliment and values them greatly. We will treat those you send to us with the highest amount of respect and care.
Services
Jeff provides the following services:
- Individual wealth management strategies
- Retirement Income Planning
- Tax Advantaged Legacy planning – generational and charitable gifting
- Life, disability and long term care insurance planning
- College planning
- Trust Advisor
- Coordinates with your other professionals – CPA, Attorney, etc… to form a “team” approach.
Note: Jeff pays a lot of attention to taxes, and strategies that are tax advantaged. It’s one of the few areas that are controllable, and can make a significant improvement in returns.
Raymond James Financial Services does not provide tax or legal services. Please discuss these matters with the appropriate professional.
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Contact Us
Marzolf Investment Group, LLC
412 N. Cedar Bluff Road, Suite 101
Knoxville, TN 37923
T: (865) 670-7432
F: (865) 862-5500