Marks Wealth Management
1 Park Place, Annapolis, MD 21401
Location & Phone number
1 Park Pl Suite 500, Annapolis, MD 21401, United States
About the Business
Marks Wealth Management is a leading financial institution located at 1 Park Place in Annapolis, Maryland, United States. Our experienced team of financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement planning, we offer a comprehensive range of services tailored to meet each client's unique needs. With a focus on building long-term relationships based on trust and integrity, Marks Wealth Management is dedicated to helping clients secure their financial future.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Working at Marks Wealth Management has been an incredible experience. The team's expertise and dedication to personalized client service truly sets them apart. The supportive work environment fostered a sense of belonging, and the opportunity to work on meaningful projects has been invaluable for my professional growth. I highly recommend Marks Wealth Management to anyone seeking financial service."
"I have been working under Charlie for over a year now and I can confidently say that Charlie and the team at Marks Wealth are exceptional. Its no fluke they are ranked so highly! They've helped me grow in my career and have supported my friends and family with any financial questions they may have. If you're in need of financial advice I would recommend Marks Wealth."
"The Marks Team truly listens to your financial goals and expectations. The Teams delivers a realistic approach to achieving your goal. Charlie and the Team engage regularly to address any market issues or concerns. The company interactive site enables 24 hour access to your account. This is a committed Team of professionals that can help enable your financial success. They have done a great job for us!"
"Charlie Marks is professional, knowledgeable, and extremely friendly. He is also a great communicator. This allows us to understand everything we need to know about our finances. We have quarterly meetings with Charlie at which time we go over our portfolio performance, financial planning, etc. We also receive newsletters from Charlie that explain what to expect in the coming months, as well as what happened the previous months. Supporting Charlie is a professional staff that is just as competent as Charlie. They are a pleasure to work with. In terms of performance, we are extremely pleased with our results and highly recommend Marks Wealth Management."
"Charlie and the Marks Wealth Management Team have always been on top of everything. They are accessable to answering questions and always polite. This team has done a tremendous job with growing our investments! We're so happy with our decision to invest with Marks Wealth Management! Security in our retirement is a wonderful thing!"
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