My Background

At Marquez Financial, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons we created this firm. After years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.

You can take comfort in the fact that we have been a part of this community for years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.

Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about our qualifications, you may find it reassuring to know that our team and I have years of experience in the insurance and financial services industry.

Of course, our background isn’t really the one that matters. We’ve found that getting to know our clients – their hopes, dreams and goals for the future – is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let us know.

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

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Disclosure

Rafael Marquez is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, IL, NC, NV, NY, PA, and TX. No insurance business may be conducted outside the states referenced.

Rafael Marquez is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6200 Metrowest Blvd Ste 201, Orlando, FL, 32835. In this regard, this communication is strictly intended for individuals residing in the states of FL, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

MARQUEZ FINANCIAL & INSURANCE STRATEGIES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MARQUEZ FINANCIAL & INSURANCE STRATEGIES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​