Not happy at all with this process! Alot of work and effort only to be pitched whole life insurance with no other option.

Stark Financial Group
5 reviews
Mark and his team have been superb at every pass. I was intimidated at first about starting with a financial manager given the limited financial literacy with which I came to the table and I've been pleased ever since as he's worked with me toward reaching a new level of sophistication in our financial management. I couldn't be happier.
It's the people that make Stark Financial Group so impactful! Superior skills, incredible work efficiency, and a servant's heart -- you will notice this right away from each person at Stark. Plans often fail because of a lack of counsel. Surround yourself with a team that will ameliorate your financial stress by providing you with the wisdom that goes farther and deeper than you realize!
IN my opinion, the most important aspect of the services that Stark provides for me is to listen; really learn all aspects of my financial picture to then advise me. In my case, that meant learning my business well enough to understand what I do and how that impacts my financial plans. It also meant to get to know me and my family enough to assist in all decisions of where I am currently, what are my plans for the near and long-term future. Then and only then can a financial adviser provide the guidance needed to dig into the trenches of what my financial picture needs to be. This is where Stark has excelled! I have appreciated Stark's willingness to provide guidance and in some cases when I didn't have an immediate need to change vendors but knew that eventually I would change vendors. The creation of the long-term relationship means a lot; something that in this day and age is not the norm. Stark also has the ability to address lots of different aspects of my financial picture. I appreciate the relationships that they have to address my insurance needs, accounting requirements, financial advisement and much much more. Thank you Stark!
Mark and team helped us get from a lack of a plan to a solid plan that gives us peace and confidence in what we're doing. Continuing to refine as we go as well! Sound, principled, future-forward advisement. Huge fan! So grateful.