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October 2023 by Cheryl Kasdorf
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 by Candi Rose
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 by Matt Glaman
Mark has been my financial advisor for years. From starting out with the basic to more advanced retirement options as my career grew.
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February 2022 by Ronald Fleck
Outstanding advice/guidance.
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February 2022 by Z david
Honesty and integrity, hard to find in money management, and Mark has both. I highly recommend him.
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February 2022 by Michelle Coulter
Mark has been managing my finances for years & im very confident in his abilities. He has the certifications, the expertise, and the ability to communicate in ways I can understand. The latter is especially important when making big financial decisions; with Mark I never feel like I’m asking a silly question and I never leave a conversation with any confusion. Mark and his office manager are also super responsive; this reaffirms my money is being managed by professionals who take this seriously and care about their clients. Don’t hesitate to call & make an appointment with Mark - best financial decision ever, the growth in my account speaks for itself!!
