Individuals

  • Traditional IRA’s
  • Roth IRA’s
  • Inherited IRA’s(IRA-BDA’s)
  • Defined Contributions Rollover Services (401k, 403b, 457b etc.)
  • Defined Benefit Pension Analysis & Management – We make sure your asset allocation for your retirement plan at work is age appropriate, matches your risk tolerance, & fits into your retirement plan.
  • County, State, & Federal Government retirement planning and strategies.

Businesses

  • SIMPLE IRA setup
  • SIMPLE IRA analysis
  • SEP IRA setup
  • SEP IRA analysis
  • 401k setup
  • 401k analysis

Governmental/Non-profit

  • 403(b) setup
  • 403(b) analysis
  • 457(b) & 457(f) setup
  • 457(b) & 457(f) analysis
  • Defined Benefit Pension Analysis

Other services.

Other services.

Education Planning

We have a big-picture understanding of the education-funding landscape. From tax-exempt savings products to financial aid processes, we strive to design a college savings plan that works harder for you and your student.

Estate Planning

Having an Estate Plan is paramount. Whether it’s creating a legacy for the people or the causes you care most about, we can help you address your goals for what you leave behind.

Tax Planning

Our tax strategies are designed to complement your overall financial plan by helping to optimize your wealth. Through an array of tax planning services, we can work directly with your tax accountant to review your past returns and identify opportunities to reduce your tax liability.

Get a personal consultation.

Office

Maruca Group
615 West Highland Avenue
Ebensburg, PA 15931

Contact

Phone: 814-472-6938
Fax: 814-419-8759

Office

Maruca Group
615 West Highland Avenue
Ebensburg, PA 15931

Contact

Phone: 814-472-6938
Fax: 814-419-8759
info@marucagroup.com