Alice Janet Starkey 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Mark, thank you so very much for providing that information I needed and going the extra mile to research it for me.  I appreciate all that you do.  AJ S
  
 
  
 
 
  
  
 
 
 GreenSpace Lawncare 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
High quality wealth management
  
 
  
 
 
  
  
 
 
 Joshua Francia 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Mark is a man of high integrity, high ethics and strong character.  Everything you'd want in a financial planner, plus he is very patient, kind and easy to work with when discussing different scenarios and options. Mark's helped my wife and me plan for our future and ensure that our kids college and our retirement plans are on track.  I highly recommend Mark.
  
 
  
 
 
  
  
 
 
 Victoria Kenison 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Great company!!
  
 
  
 
 
  
  
 
 
 Marlene McKellips 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I really appreciate the work they have done in helping me prepare for the future.  Mark has been so good about answering all my questions.  And I have had lots of questions.
  
 
  
 
 
  
  
 
 
 Spencer Sauce 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
The hour long conference call was perfect to answer all my questions that I had. The advice given was accurate and succinct. If you have any questions on where to start financially, and more, Id definitely recommend setting up an appointment.
  
 
  
 
 
  
  
 
 
 Garry Elms 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I would like to give a response to the help and advice I received  from Mark. He gave me the best info I needed to make the best  decision in my situation.I retired early due to physical issues and he gave me the clarity I needed to make the best decision.He saved me thousands in fees.I didn't get that from info from the "professionals"that I turned  to help me when I needed an impartial opinion.
The tax knowledge he has...helped me immensely.
He truly has his clients best interests in mind.
  
 
  
 
 
  
  
 
 
 Bill noble 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Did a lot of research looking for a fiduciary to review my retirement status. Didn't want anyone who was "sales first". Mark did a great job. Very thorough. After giving us a detail report on our retirement status, we asked him for advise on two 401K's we had from a previous employer. He found an annuity with a great return to roll them over... and use in our later retirement years for extra income. I recommend Mark highly!
Bill -  Indian Land
  
 
  
 
 
  
  
 
 
 Andy Kerestes 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Mark is good at listening and determining what you need. He is very pleasant to work with and very empathetic to your needs. he lays everything out in front of you and gives you options but doesn't tell you exactly what you have to do and he doesn't sell you anything. I highly recommend mark.
  
 
  
 
 
  
  
 
 
 Ronnie Fox 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I moved to South Carolina 3 years ago and met Mark through a church calling.  After finding out his job was a financial planner, I realized right away I wanted him to care of money I inherited from my parents. Not having a lot of knowledge in this area, I was grateful to have Mark come to my house and help me take care of everything. He explained and took care of all the massive paperwork for us. It’s great to have Mark as a friend and an expert in his field. I would recommend him to anyone needing help with their finances.