Markland Wealth Management

Financial Services, Other Investment Pools and Funds, Finance and Insurance · 1 Employees
Phone Number: mark@marklandwealth.com
Email Address: mark@marklandwealth.com
About
The financial professionals of Markland Wealth Management, Inc. are focused on personal financial planning. We are able to offer a wide selection of investment products and services that can be used to create and manage a complete financial plan. We take our clients through a financial planning process that includes developing goals and objectives, gathering all relevant data, recommending a financial plan, putting the plan to work, and active monitoring of the plan. We specialize in providing a complete plan that will take into consideration investments, tax strategies, estate planning, and insurance products and services to help our clients pursue their financial planning goals. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Please visit our website for additional disclosures.
Year Founded
1987
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1230 Rosecrans Ave. Suite 610 Manhattan Beach, CA 90266, US
Keywords
investment advisory serviceswealth managementinvestment advisorysecurity analysisspend buildingmanagement and implementationessential insuranceinsurance strategiesinvestment tax planningsolid estate
Location
  • 1230 Rosecrans Ave. Suite 610 Manhattan Beach, CA 90266, US

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