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Mark was well experienced. He patiently listened to all my questions and answered them with in depth information.He has a good understanding about most of the financial questions and various investments strategies. He thinks in terms of problem solving approaches and gave exposure to the worst and best case scenarios.
I am glad to meet and get to discuss with him. He also extended his time to meet at my convenient time.
GF
Geneva Fry
Mar 6, 2024
5.0
Mark is incredibly compassionate, personable, and extremely knowledgeable. He walked us through our debt details, our budget, and our financial questions with patience and care. Mark spoke to us as equals and treated us with the utmost dignity and respect. Thank you, Mark, for being an excellent financial advisor, as well as a genuinely amazing person.
JH
Julie H
Jul 13, 2019
5.0
Mark is very thorough and professional. I am very pleased with the results of my consultation with Mark and look forward to working with him through my retirement.