Send a note to Marco Lima, CFP®

Fill out this form to send a message to the advisor, and they will email you back at the address tied to your Stake account.

I'm looking for

College Savings

Estate

Financial Planning

Investment Management

Retirement

Taxes

I'd like to invest

select < $100k $100k to $500k $500k to $1m > $1m prefer not to say

My State is

--------- Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Reach Out

You need to create a Stake account to connect with Marco Lima, CFP®.