Marcos Lemus, NSSA® Advisor · Roseville, CA
Marcos Lemus
Financial Advisor, Bulman Wealth Group
Professional Profile
Meet Marcos Lemus, a dedicated Financial Advisor at Bulman Wealth Group, located in sunny California. With a deep commitment to helping clients achieve their financial goals, Marcos leverages his extensive knowledge in finance and social security to provide personalized strategies tailored to each individual’s unique circumstances.
Marcos Lemus has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Marcos is not just a financial expert; he is a trusted partner in navigating the complexities of wealth management and social security planning. His reputation for reliability and integrity makes him a respected figure in the financial community, earning the trust of clients who appreciate his attentive, family-oriented approach. When he's not helping clients secure their financial future, you can find him enjoying quality time with his wife Samantha and daughter Amelia, or cheering on his favorite basketball teams.
If you're searching for a knowledgeable financial advisor who genuinely cares about your future and understands the nuances of social security, look no further than Marcos Lemus. Connect with him today and take the first step towards achieving your financial aspirations.
Disclosure
Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. This email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed. To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.
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