“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

Our Investment advisor would be happy to answer any questions you may have regarding your financial situation. Get answers to your most pressing questions.


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Speak to Mark

Our Investment advisor would be happy to answer any questions you may have regarding your financial situation. Get answers to your most pressing questions.


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