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On The Mark Money
On The Mark Money: Klare Orientierung für eine selbstbewusste finanzielle Zukunft.
4.6
Business
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On The Mark Money: Klare Orientierung für eine selbstbewusste finanzielle Zukunft.
On The Mark Money, mit Sitz in 5465 Legacy Dr #650, Plano, TX 75024, ist ein angesehenes Finanz- und Beratungsunternehmen. Mark wird als freundlich, gut informiert und zuvorkommend beschrieben und bietet klare Orientierung, die Ängste im Umgang mit Finanzen reduziert. Kunden loben Unterstützung bei der Ruhestandsplanung, konsolidierte Konten und ehrliche, kundenorientierte Beratung mit jederzeitiger Erreichbarkeit.
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Personalisierte Strategien zum Aufbau und zur Verwaltung von Altersvorsorgekonten für langfristige finanzielle Sicherheit.
Fachkundige Beratung zur Portfoliokonsolidierung und -optimierung, um Renditen zu maximieren und Risiken zu minimieren.
Einzelgespräche, um Ängste zu reduzieren und klare, umsetzbare Empfehlungen für Ihre finanzielle Situation zu geben.
Verschiedene Anlagekonten für einfachen Zugriff und eine bessere Verwaltung im Ruhestand konsolidieren.
Schnelle Kommunikation durch persönliche Treffen, E-Mail oder SMS, um Fragen zu beantworten und Pläne bei Bedarf anzupassen.
Gesamtbewertung
Jassal Rojero
I highly recommend Mark as a financial planner. He has done an absolutely amazing job helping me grow my retirement account and has consistently provided clear, thoughtful guidance along the way. He is knowledgeable, responsive, and truly has his clients’ best interests in mind. I’m very grateful for his support and expertise.
Caitlin Bossert
Mark was kind, informed, and helpful! We had a short call but it significantly reduced my anxiety around my financial situation and gave me confidence in the next moves to take for myself. He gave me general advice with no strings tired or awkwardness. I would highly recommend Mark for any of your financial needs!
Brandon Potts
Mark with On The Mark Money is awesome. He was kind, trustworthy, and very knowledgeable when it come to financial planning and investment options. I would definitely recommend him and his team to anyone looking for financial growth or stability for the future!
Travis Seitz
Mark Stoecker, Mark On The Money, is named perfectly. Mark has set me up with a steady growth income for the rest of my retirement with money left for my family and heirs. A very nice feeling not to have anyone else helping me manage my funds. Mark IS on the money!!
Kishor Chintal
Rick Steckel
We had an initial zoom call on Thursday 11/9/23 which went rather well and Mark then set up another zoom call for the following Thursday 11/16/23. He requested to send him our financial information along with an invoice. As a small business owner, I got busy that Thursday after the first call and then on Friday. Mark then went on to re-send the invoice 3 more times, Friday, Saturday and again on Sunday. I replied back to him on Sunday saying "Really? I will complete it when I have time," which would have been the following business day Monday but we guess Mark was not ok with that, pretty impatient to say the least. Mark then cancelled the upcoming Thursday appointment and everything else indicating " he only works with clients committed to move forward." I said "Sorry, I got busy. Most small business owners get busy and need to accommodate their customers in a timely basis if matters arise." We guess Mark is more interested with "bigger fish to fry" than anything else with us just being a small fish in a big pond. Mark, one word of advice, you could have handled this a lot better than what you did. Would not recommend On The Mark Money nor Mark Roecker's business.
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