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11475 Great Oaks Way Suite 340, Alpharetta
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11475 Great Oaks Way Suite 340, Alpharetta
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In the middle of my life I debated the value of having a financial planner once I was into retirement. Now that I am retired it seems even more valuable to have someone like Marc. As the markets change and our financial needs evolve Marc is there to help guide us. Since no one knows their life span or future health it is a great help to my wife and I to have an expert like Marc. On top of that, my wife has told me several times that Marc is the only financial advisor that she has ever understood. Marc has a great way of communicating the complexities of a plan in a meaningful way. Highly recommend.
I have been with Marc for over 27 years and he has done well in his advice with all my investments. Keeps me updated on market activities and conditions and makes solid recommendations.
My husband and I have been with Marc Daner as our financial advisor for over 15 years. Marc has always been a phone call away for questions and advice. The trust we have in Marc is beyond the Five Stars.