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May 2024
Mark has always been extremely friendly, knowledgeable, and helpful when I've needed help with my finances. His customer service is top notch and his employees have always been welcoming and knowledgeable too. Highly recommend Mark and his team.
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July 2023
Mark and his team do a awesome job. Would recommend to any local Rockford area investors either someone just starting out, a recent retiree or someone looking escape from the typical advisory service and the fees they charge.
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January 2023
Can answer and take care of all of your financial needs
