Meredith Wealth Planning - Maryville (IL)

5 /5 Michael Wallace: Mark has great attention to detail and works hard to keep in touch with you all year long. He truly cares about your future and your knowledge of where your at along the way!

5 /5 JoAnn Barczewski: We finally have someone we trust with out money. The other advisors were out there to fatten their pockets.In these trying times, we are doing pretty good; more than we have done in past years. Thank you.

5 /5 David Mooshegian: I have been with Mark since he first opened his doors at Meredith Wealth Planning. He has proven himself to be not only trustworthy but also an invaluable resource for any financial questions that come up along the way. He is incredibly responsive and has provided me with comfort with my finances. He has extensive historic market knowledge and can see beyond the craziness of our (sometimes) turbulent economic climate. I have been very pleased with his performance. The flat rate model is great because he is not pushing risky services or tactics on my investment portfolio. I highly recommend his services.

5 /5 Mindy Ramey: Mark always takes care of me, especially since I know nothing about investing. I trust him & he explains anything I need to know. Hes a very personable & caring guy. I wouldnt want anyone else to work with.

5 /5 Annie Rellergert: Mark is an excellent financial advisor for my husband and I. Admittedly, this is not an area I feel very knowledgeable in, but he always takes time to educate me on what we are doing and why. He is very patient and thorough. He would be an excellent fit for a large business mogul or a finance novice like me. Very versatile to his audience!