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October 2023
Mark has a wonderful way of explaining things to me so that I can understand the dynamics of stocks and bonds. He has helped to grow my savings and apply analogies to help me understand what is going on. I would highly recommend Mark. He is very trustworthy and Jeri, his office manager is knowledgable and friendly as well!
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February 2023
Love working with Mark and Jeri. I have complete confidence and trust in Mark tomanage my retirement Funds and look forward to the future with him as my advisor.
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February 2023
Mark has been my financial advisor for years. From starting out with the basic to more advanced retirement options as my career grew.
