Marathon Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

As an independent wealth management firm, we offer professional guidance for your financial future.  We are dedicated to helping you achieve your financial goals and developing tailored portfolios to align with your objectives and risk tolerance.

To help ensure your long-term success, our management process focuses on four key areas: 

1.) Financial Planning
2.) Investment Management 
3.) Insurance Needs 
4.) Estate Planning 

This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser.

Marathon Financial, 179 Sully's Trail, Suite 301, Pittsford, NY 14534
(866) 810-0208

Please review our Terms of Use here:  www.commonwealth.com/termsofuse.html

Find Marathon Financial employees' phone numbers or email addresses

Marathon Financial Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Marathon Financial's Leadership

  • Stylized image of a person
    A. G.
    President
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  • Stylized image of a person
    H. N.
    President
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    E. O.
    Owner And Founder
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  • Stylized image of a person
    J. A.
    Director Of Client Services
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    K. S.
    Paraplanner, Relationship Manager
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  • Stylized image of a person
    A. D.
    Client Service Associate
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  • Stylized image of a person
    T. W.
    Wealth Advisor
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  • Stylized image of a person
    S. M.
    Financial Advisor
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Marathon Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Information Technology
  • Accounting
  • Administrative
  • Other

Contact profiles from Marathon Financial

Name
Title
Contact Info
Location
Last Update
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    A. G.
    President
    Phone icon
    United StatesNew Jersey
    Oct 21, 2024
  • Stylized image of a person
    E. O.
    Owner And Founder
    Phone icon
    Jul 09, 2024
  • Stylized image of a person
    H. N.
    President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. A.
    Director Of Client Services
    Phone icon
    United StatesNew York
    Oct 23, 2025
  • Stylized image of a person
    K. S.
    Paraplanner, Relationship Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. D.
    Client Service Associate
    Phone icon
    United StatesNew York
    Oct 24, 2025
  • Stylized image of a person
    T. W.
    Wealth Advisor
    Phone icon
    United StatesNew York
    Nov 11, 2025
  • Stylized image of a person
    S. M.
    Financial Advisor
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    K. T.
    Systems Administrator
    Phone icon
    United StatesMinnesota
    Oct 24, 2025
  • Stylized image of a person
    C. B.
    Compliance Resolution Specialist
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Marathon Financial known for?

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Marathon Financial was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 179 Sully's Trail Suite 301 Pittsford, New York 14534 United States; you can contact the main corporate office by phone at . Explore Marathon Financial's company overview page for more information.

What is Marathon Financial's most common email format?

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Marathon Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marathon Financial email formats with LeadIQ.

How many employees does Marathon Financial have currently?

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Marathon Financial has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Marathon Financial's key employees and leadership?

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As of February 2026, Marathon Financial's key employees include:

  • President: A. G.
  • President: H. N.
  • Owner And Founder: E. O.
  • Director Of Client Services: J. A.
  • Paraplanner, Relationship Manager: K. S.

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