“I work for my clients as I would for my own family. I aspire to build long lasting, meaningful relationships based on trust, integrity, and superior client service”

– Mark Farnham

“I work for my clients as I would for my own family. I aspire to build long lasting, meaningful relationships based on trust, integrity, and superior client service”

– Mark Farnham

Speak to Mark

Mark would be happy to answer any questions you may have regarding your financial situation.


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Schedule an Appointment With Mark

Mark would be happy to answer any questions you may have regarding your financial situation.


Our Capabilities

Services

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a qualified representative who has a clear understanding of their needs.

FINANCIAL PLANNING

  • Retirement
  • College 529’s
  • Goal Based Planning

INSURANCE PRODUCTS

  • Life
  • Disability
  • Long Term Care
  • Annuities

 

ESTATE PLANNING

  • Wealth Transfers
  • Beneficiaries
  • Long Term Care

INVESTMENTS

  • Stocks, Bonds
  • Mutual Funds, ETF’s
  • Alternative Investments
  • Fee Based Accounts

RETIREMENT

  • IRA’S
  • ROTH
  • 401’S
  • SIMPLE
  • SEP