I’ve relied on Mark to be sure the choices we were making were always good for us and he continued to earn my trust and confidence over the years.  

(client since 2014)

Al C – Myrtle Beach, SC

(client since 2014)

I’ve relied on Mark to be sure the choices we were making were always good for us and he continued to earn my trust and confidence over the years.  
I was so nervous about making changes, but Mark was very patient and considerate which is why we both trusted his advice and guidance and are happy to know he had our interests in mind.  

(client since 2018)

Carol & Fred Wood – Raleigh, NC

(client since 2018)

I was so nervous about making changes, but Mark was very patient and considerate which is why we both trusted his advice and guidance and are happy to know he had our interests in mind.  
Testimonials
TestimonialsTestimonials
All the time I’ve worked with Mark I’ve never felt pressured to make a decision. He gave me the information in an impartial way so I could make my own decision. If I had it to do over, I would make the same decision and work with Mark. I’ve also been able to use Mark as a resource for other financial matters and appreciate that he takes the time to keep us informed and up to date.  

(client since 2010)

Ed G – Cary, NC

(client since 2010)

Testimonials
All the time I’ve worked with Mark I’ve never felt pressured to make a decision. He gave me the information in an impartial way so I could make my own decision. If I had it to do over, I would make the same decision and work with Mark. I’ve also been able to use Mark as a resource for other financial matters and appreciate that he takes the time to keep us informed and up to date.  
Testimonials
TestimonialsTestimonials
I decided to work with Mark after he helped me with my mothers finances when she passed. He had worked with her for years. Mark was very patient and took his time to help me understand how I could be sure that my money would last for me as it did for my mom. I’ve already recommended him to my friends and co-workers.  

(client since 2014)

Cheryl K – Scottsdale, AZ

(client since 2014)

Testimonials
I decided to work with Mark after he helped me with my mothers finances when she passed. He had worked with her for years. Mark was very patient and took his time to help me understand how I could be sure that my money would last for me as it did for my mom. I’ve already recommended him to my friends and co-workers.  

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