Check the background of this financial professional on FINRA's BrokerCheck.

Our Services (text)

Our mission is to deliver quality financial planning services to retiring, the retired, and to those who are serious about their financial future. We’re dedicated to continuing education for our team because we believe by providing a quality work place where our people can prosper and grow to achieve their professional best will also support our goal of helping our client achieve their desired financial success.

Investment and Retirement Products and Plans 

We use our knowledge and experience to help clients in the following areas:

  • Money Management
  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Estate Planning
  • Tax Reduction Strategies
  • Individual Tax Return Preparation
  • College Funding
  • Charitable Foundation and Trust Planning

Investments*:

  • Privately Management Accounts             
  • Traditional Mutual Funds
  • Annuities: Fixed and Variable
  • Institutional Money Management Programs
  • Direct Investments
  • Hedge Funds – Mutual Funds
  • Full Service Brokerage Accounts
    • Common Stock
    • Government Securities
    • Treasury Bills
    • Treasury Notes
    • Bonds

Retirement & Planning:

  •  401K Plans
  • SEP IRA
  • SIMPLE IRA
  • Roth IRA
  • Education 529 Planning

Insurance:

  • Life
  • Long Term Care
  • Disability Income 

INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE

*Securities offered through Royal Alliance Associates, Inc.  Member FINRA and SIPC. 

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  


 
 
 

Nick Markionni offers securities and investment advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC.  Additional investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor.  Insurance services offered through Anthonisen Financial Corporation.  All listed entities are unaffiliated. AFC Financial Advisory Group is a marketing designation.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MI, MN, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice.

 

 
IMPORTANT CONSUMER INFORMATION 

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
 

 



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, IA, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NY, NC, ND, OH, OR, PA, SC, TN, TX, VA, WV and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.