Financial Planning Advisor Bill DeMarco specializes in retirement plans for individuals and small- to mid-sized businesses. With more than two decades of business and financial management experience, Bill focuses primarily on investment strategies and 401(k) plans. He’s a strong proponent of incorporating tax planning into retirement planning strategies.
Bill believes every individual should take control of their financial future. With a goal to ensure people are more fully prepared to enjoy their later years, Bill helps clients enhance their understanding of personal and business financial issues. He also leverages his leadership experience in the community as an active member of Rotary International. Bill has been a member for several years and served as past president of his local Rotary Club.
Holding a Series 66 investment advisor license to sell securities in Ohio, Bill’s studying to expand his license for applicability in additional states. He’s also licensed to sell insurance in any state. Bill’s a graduate of Case Western Reserve University.
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