| Advisor Profile |
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| Name: |
Mark Farwell, CFP® |
| Phone Number: |
(224) 293-4578 |
| Website: |
Visit Website
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Business Description |
The investment climate has never been more exciting or more challenging than it is today. 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 trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:
* Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
* Retirement planning - to design an investment strategy to help you meet all of your retirement goals
* Corporate 401(k), Retirement Plan & Investment Management
* Mutual Funds & Tax-Deferred Annuities
* Estate Planning-to protect the wealth you've worked for
* Insurance Planning-to secure your family's future needs
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate. |
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General Information |
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| States Licensed in: |
il,wis,
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| Years of Experience in Financial Services: |
24
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Education |
| Academic Background |
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| BA in finance |
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Services |
| Investment Types: |
Variable Insurance Products, Alternative Investments, Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner
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| Securities Licenses: |
Series 7, Series 63, Series 65, Life & Health, Series 6
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
50,000
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| Compensation Methods: |
Commissions, Flat Fee
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| Prepared By: |
Mark Farwell, CFP® |
| Most Recent Update: |
08/27/2008 |
Frequently Asked Questions |
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