Happy New Year!

With the new year underway, many of us are embracing resolutions to make a meaningful impact. For me, 2025 is about being more intentional in supporting our local community and engaging with the incredible nonprofits that make a difference right here at home.

I’m thrilled to share that I’m kicking things off by dancing, think the local version of Dancing with the Stars 😊, to raise funds for a cause close to my heart! I would love for you to join me in supporting Ann Silverman Community Health Clinic which provides free medical care to low-income or uninsured members of our community.

ATTEND the live event and cheer for me and other aspiring dancers

March 7^th from 6 - 10pm at Warrington Country Club

DONATE on behalf of “Marianna Goldenberg” directly

WATCH Live Stream, vote and donate

Thank you from the bottom of my heart! 💃💜💜💜

On another note, it’s that time of year again—tax season is here! 🎉 (Okay, maybe not that exciting, but we’re here to make it as smooth and stress-free as possible!) Our partner, National Financial Services will start to post tax statements and mail them in four waves through the end of February. See the detailed information below on how to access this information from your Investor360 online portal. 

We hope you’ve been happy with the service and support you’ve received from us! If you have a moment, we’d be so grateful if you could share your experience by leaving a Google review. Your feedback not only helps us improve but also allows others to learn about how we can help them too. Below is the LINK to our Google...and we truly appreciate your time!

As always, wishing you and your loved ones health, wealth, and happiness in the New Year!  

~ Marianna 

Our Purpose is Simple



To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.

Accessing your 2024 Tax Documents

We understand the importance of organizing all of your information, so we have created step-by-step instructions for how to access your 1099 and 5498 Tax Forms. 

These forms will be available to view, download, and print for your records starting in February. Click the button below for more information.

Marianna Dances for a Cause!