Intrepid Leader at Maks Financial Services providing ongoing Financial Planning and Investment Advisory services.
My firm and I simplify the lives of busy clients by providing ongoing financial planning and asset management. this is done by providing our clients customized, ongoing comprehensive financial planning, and customized investment advisory services tailored to the clients' needs. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own.
Specialties: fee based comprehensive financial planning, retirement planning, life insurance and protection planning.
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