Danielle  Margulis,  CFP<sup>&reg;</sup> - Financial Advisor

Danielle Margulis, CFP®

Financial Planner

Meyer Capital Group

525 Route 73 N Suite 312
Marlton, NJ 08053
FINANCIAL ADVISOR'S WEBSITE
(856) 985-8400 x118

General

Danielle Margulis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meyer Capital Group in Marlton, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Starting a Family, Women's Finances

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