Company Email Format Management

Marks Group Wealth Management

Financial Services 4350 Baker Rd 15 employees

Employees: 15
Contacts: 3
Emails: 3
Phones: 2

marksgroup.com LinkedIn

Marks Group Wealth Management Overview

Headquarters: 4350 Baker Rd
Phone Number: Available in AeroLeads
Website: marksgroup.com
Industry: Financial Services
Employees: 15
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment management Asset allocation Retirement income planning Corporate retirement plans Private foundations

About Marks Group Wealth Management

As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.

Marks Group Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

Marks Group Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ben Marks	Founder, Chief Investment Officer	Hopkins, Minnesota, United States	Email Phone
Janet Jakobitz	Client Service Coordinator at Marks	Greater Minneapolis-st. Paul Area, United States	Email Phone
Brett Angel	Senior Wealth Advisor at Marks Group	Hopkins, Minnesota, United States	Email