Financial Consultants near Duluth

“I have been using my hometown bank in Dublin since I was 16 and have always felt that I was given the "family treatment" there. Well this branch is just the same. These ladies are wonderful and capital city bank as whole always feels like they are doing their absolute best to help me. I recently purchased a home and needed some urgent money moved around and deposited. They all jumped up to help where they could and turned such a stressful situation into something that was fixed within 24 hours. I'll never switch banks until they close the doors as a business.“

“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.“

“You get back what you put into it. I am willing to work! do your training. Have a good mentor as well. My group is great!“

“Trish is very responsive and answers any questions I may have about my taxes. I highly recommend her.“