Marathon Group Financial

Lisa from Marathon Group Financial is an honest and fantastic fiduciary that will steer you well with your investments (including 401k accounts). My husband & I are very pleased with her integrity. Highly recommend!

We've been clients of Marathon for several years now and they are the best. Lisa is very informative and there are many opportunities to interact with her ? dinner lectures, company bbq, etc.

Marathon (Lisa) and her team is amazing. The information is eye opening and educational. My wife and I are grateful for all Marathon has done for us and are excited to see our money grow and being taken care of.

I went to several dinner meetings before I met with Lisa a few years ago and to me- she is an honest, super caring person with my Best interests in mind! She has helped me so much! And her clients dinners, pies at Thanksgiving, meetings each anniversary to go over any changes and other fun events she plans shows me she really appreciates all of us!!! ??????

Lisa is wonderful and everyone on her team has been helpful and professional. They have always answered my questions and made the process simple for me. I'm so thankful that I responded to that first invitation to a seminar.

I have been with Marathon Group Financial for a few months. I updated my annuity from another financial company and Lisa has been more helpful and willing to answer all my questions. She frequently reaches out to her clients and is very easy to work with. I would highly reccommed her.

Sharp investor very knowledgeable. Lisa knows what is best for her clients. Very personable very approachable. Lots of updated info and socials.

Lisa provides great info, is very informative and always ready to meet with you and provide any feedback in a timely manner. Very happy with my decision to join The Marathon Group!

Lisa Brumfield and her group operate as an excellent fiduciary for your retirement, at least that's what I've experienced. She is someone that you can trust.

Learning how to navigate in rolling over my 401k with my retirement. Lisa and her team have been so helpful. Looking forward to many years ahead with my investments.

Lisa was amazing again. Very helpful meeting. Looking forward to meet up with her next week to discuss the new options. Thank you.

I'm so glad that I met Lisa and her team at Marathon Group Financial! Perfect timing for me to have my finances reviewed and get help planning for my future and retirement.

It was so nice that Lisa and staff greeted everyone with the Holiday Spirit! We appreciate wonderful pumpkin pie and beautiful calendar. Thank you and hope you all have a wonderful holiday with family and friends ??

Lisa and her team are so generous and welcoming. My husband and I decided to have someone locally. We were fortunate enough to meet her by an invitation to a dinner at our favorite restaurant Rustico and made an appointment to meet with her at her office. We have been happy with all of her advice and direction with our finances. We are very grateful for everyone at Marathon Group Financial. If you're looking for a positive direction with your finances you should consider visiting Lisa you will not be disapp

Great customer service. Lisa and her staff are always available to help with questions and the newest investment opportunities.

My wife and I have been a client for almost two years. Very happy to work with Lisa and her supporting staff. They are very friendly, knowledgeable, and helpful. Their Del Mar office is convenient to us. Cannot find anything to complain about

Lisa Brumfield is Awesome!! Always keeping us up to date..and, doing what's best for us.

Lisa was tremendous. She covered all the aspects of how to handle my retirement funds.

Marathon Financial is great in treating their clients like family. They have compassion and support for all of us. We love Lisa, Greg and the rest of the group. We are thankful for your undeniable concern for your clients. Thank you very much.

My wife and I were so glad that we got introduced to Lisa Blumfield and Marathon Group Financial. We are getting ready for our retirement years and Marathon has been heaven sent, as far as helping us get financially ready. We have never had a financial advisor that is always available and ready to answer any of our questions, as Lisa. Thank you Lisa and to your team! ????

Lisa (and her whole team) have been very helpful with straightforward recommendations, explaining as much as necessary and showing extreme patience. Always available for consultation, truly in it for the long haul. For them it is a passion, not a business!

If you want a Financial advisor who's kind, knowledgeable, considerate and a joy to talk to, look no further than Lisa Brumfield at Marathon Group Financial. She's amazing and she's very nice person. She always gives you the best earning options.

I've been working with Lisa for years now, and I trust her completely. She explains investment options clearly and I know she has my best interest at heart. She was a referral and I'm so glad I can rely on her to give me expert advise when making important financial decisions!

My experience as a client of Marathon Group for more than 4 years continues to be highly positive and professional one. All of the associates work ethics are surperb. Not to mention, they always work together as a team to complete all transactions. Mine personally has always been always been a positive experience and in many cases expedited numerous items during my process to purchase my retirement home. I must admit, I throughly enjoy it when when Lisa and her team set up a venues to celebrate all h

Lisa Brumfield and her staff are very competent and helpful. We have been clients for several years and very happy. We wished that we had signed up with Lisa years ago. We can highly recommend The Marathon Group to anyone. Just attend one of Lisa's seminars and you will be impressed with her knowledge and professionalism. Regards Robert and Louise Bosch

My wife and I have met and used the services of several Financial Advisors over the past 25 years. We met with Lisa (after a fine promotional dinner) and we both agreed to sign on with Lisa and the Marathon Group Financial. We both agree that we feel comfortable with the advice we have been given. We both feel that OUR INTERESTS are foremost, not MFG. We come away from meetings with Lisa with our questions answered, not puzzled, saying to ourselves WHAT DID SHE JUST SAY, as was the case with our former

Marathon Financial Group has the best customer service and five star education.

Lisa Brumfield, the owner of Marathon Group Financial is great. Her and her staff are always looking out for their customers. They always do what is right to ensure theirs customers money is safe.

Love Marathon Group Financial. Lisa and her team are amazing!

Great financial services company. Lisa has significant expertise across a broad variety of investment options, and is always ready to help with advice on investing strategies. Highly recommended !

Lisa is good at creating a big client family with a camaraderie spirit.

Lisa explained several different products available to help me protect my assets. We finally settled on one and I'm quite pleased with my selection. I'm very happy with the fit this product performs in helping me achieve my goals given both my age and other considerations. I would very highly recommend Lisa and Marathon in your search to find the most suitable investment tool to assist your financial needs.

A great Thanksgiving celebration made even better by Marathon and Lisa's awesome pie. Thanks!

Lisa and staff are always there to help without pressure. Thank you, Lisa, for teaching us to prepare for retirement. Thanks for the pie last Thanksgiving and for all your treats. Have a wonderful Holiday and Merry Christmas to all!!

Friendly and helpful staff. Lisa is always engaging and reaching out with new product offerings and investment options. I get much more useful information and interaction with Lisa than any other financial advisor i have used in the past.

Lisa is awesome!? Marathon group has a great business model for us, especially making everything easy to understand and making us feel like part of the family is a plus! Thanks again Lisa!

Lisa and her team are ? Real ?? they tell you how it is, and guide you in the right direction to benefit your needs. I recommend a Marathon Group to everyone if you want to maximize your investments.

Lisa is awesome! I am grateful for everything Lisa does for us. She has earned our trust and we look forward to to lifelong commitment to her.

Financial investments require trust in those who make recommendations and manage your investments. Marathon has been a good partner with ensuring my investments are safe and appropriate for me and my family. It has been a pleasure working with them.

Marathon.Group Financial is a professional, competent financial services company who have their clients best interests in mind. I highly recommend them to anyone who is fiscally conservative and interested in protecting their hard earned assets

Lisa is a fiduciary and truly cares about her clients. She is sincere, authentic, intelligent, very kind & knowledgeable. The best in the business.

We have never been more pleased with the Marathon group and all the staff. Lisa Brumfield really takes care of us with all of our needs they treat us like family

Lisa is a true fiduciary and professional money manager for all your financial needs. I highly recommend Marathon group financial.

I believe that annuities contracted thru Marathon are an excellent opportunity for future retirement income for yourself and possible heirs. This financial group is the best you will find as they will not sell you something that is not right for you.

Lisa Brumfield is a wonderful financial adviser. She keeps us abreast of the markets and of great investments opportunities!

Lisa inspires such confidence along with her warm and friendly professional approach. She's put me in a good position, tried to educate me, all without pushing sales.

Lisa is wonderful., very caring and knowledgeable.

We have worked with Marathon group for two years now, and feel confident that they have our best interest in mine. Monthly emails that keep us updated to the latest financial situations.

Thank you kindly again Lisa, for your professional advice. It was worth the visit & my 85 yr old Dad was impressed, & he is hard to please. We went across the street & had lunch . Great local location, you are in too. Blessings to you!!! SP

Takes time to explain investments. Both good & bad to make a good business decision

A professional organization that values and provides great customer service ands stands behind the high quality products that they offer. It is a pleasure to do business with a group full of integrity and compassion.

Excellent information, guidance and support on financial matters.

Good folks if looking for an annuity.

It was a great Pumpkin Pie. It takes a lot of effort and hard work to pass out almost 300 pies. For one I appreciate it Thanks

Lisa and her team are wonderful.

Lisa is a wonderfu person who really cares about all her clients

Great folks. Very helpful with awesome customer service. A pleasure to work with

Excellent Financial Group!

Very caring, just the right touch for all you financial needs.

Lisa provides excellent financial information

Marathon Group Financial really cares of clients.

Excellent professional and knowledgeable