Financial & Tax Architects

Reviews

• BM

  Beth Morton

  Aug 21, 2025
  5.0
  Everyone at FTA is extremely kind and helpful. Mark has taken the stress out of planning for retirement and actually made it enjoyable! Mark shares his vast knowledge of retirement and investment strategies in a manner that is easily understood and appreciated. I would recommend attending one of his classes for an informative introduction on retirement . We learned much from this class and were eager to see the plan Mark provided at our first meeting thereafter. I would definitely recommend Mark and the entire FTA group for your retirement planning and investment needs !
• KA

  Kevin Almgren

  Aug 19, 2025
  5.0
  After years of accumulating money for retirement FTA took over and ensured we would be comfortable and taken care of once the paychecks stopped. Everyone in the office is friendly, knowledgeable and fully vested in their clients.
• RS

  Ron Schmitz

  Feb 19, 2025
  5.0
  My wife and I are extremely excited about what FTA has done for us in planning for our future. From the eye-opening seminar and regular meetings we have a better understanding of the retirement landscape. They take the time to understand the client, formulate a plan, and proactively work to handle changing situations. Everyone we have dealt with has been very professional and courteous.
• HK

  Hope Kukielski

  Jan 16, 2025
  5.0
  My husband and I are very happy with our experience at FTA! The team that helps us stays in good communication, check in periodically, and are friendly. Besides being involved with our finances, we have received nice and thoughtful gifts in the mail to show their appreciation. We are also sent informative videos to watch, if we would like, that give us insight on the market and it's changes. So happy to find a new financial home that cares so much!
• JC

  Jim Cox

  Oct 25, 2018
  5.0
  We now have a roadmap towards our retirement. It seems the other guys prefer selling the Corp portfolio.....not in your favor as a long term plan. Do the seminar...it is free and learn how to be smart with your financial future. It was the best experience for us