Marc Bullock

Marc Bullock Email and Phone Number

Business Owner @ Fidelis Wealth
Rochester, MI, US
Marc Bullock's Location
Rochester, Michigan, United States, United States
Marc Bullock's Contact Details

Marc Bullock personal email

n/a
About Marc Bullock

As a retired Marine Corps officer, I know what it means to serve others by putting their needs first. I take great pride in helping my clients navigate the daunting task of retirement planning and achieve their financial goals. After retiring from the Marine Corps as a decorated infantry officer, I joined my brother in the family business at SAA Financial providing comprehensive investment management solutions for the residents of Metro Detroit. I am a trusted advisor with SAA Financial who helps clients reach their long-term financial objectives through honest, personalized advice and professional portfolio management. The goal for the SAA Financial Team and myself is to guide clients through the steps of creating, growing and preserving wealth. Our clients range from individual investors to 403(b) Plan Participants & 401(k) Plan Sponsors. We specialize in 403(b) plan participants with schools and hospitals, with a large focus on on local school districts and medical institutions. I take my responsibility as a fiduciary seriously; only making recommendations that I feel are in each of my client’s best interest. I hold a Series 6, 63 and 65 securities licenses and have a Bachelor of Arts degree from Norwich University. Marc Bullock is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC.6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offeredthrough Kovack Advisors, Inc. a SEC registered investment advisory firm. SAA Financial is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc."Likes", endorsements, and other recommendations should not be considered a positive reflection ofthe services or advice offered by Marc Bullock and/or SAA Financial; positive reviews of experiences withMarc Bullock and/or SAA Financial may not reflect the experience of all, or even most, clients. Visitors tothis page should not write positive reviews of their experience as testimonials may be prohibited understate and federal securities laws.

Marc Bullock's Current Company Details
Fidelis Wealth

Fidelis Wealth

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Business Owner
Rochester, MI, US
Marc Bullock Work Experience Details
  • Fidelis Wealth
    Business Owner
    Fidelis Wealth
    Rochester, Mi, Us
  • Saa Financial
    Business Owner
    Saa Financial 2012 - Present
    Troy, Michigan
    SAA Financial is a comprehensive financial solutions provider, helping members of the Metro Detroit community achieve their long-term financial goals since 1995. SAA Financial was created to help retirement savers and investors of all ages plan for and reach their long-term financial goals. While we offer comprehensive investment management services for all types of investors, we have a niche and specialty in serving 403(b) plan participants who live and work in the local community.
  • Saa Financial
    Investment Advisor Representative | Registered Representative
    Saa Financial 2012 - Present
    Troy, Michigan
    SAA Financial is a second generation family-owned, relationship-driven organization. Our advisors are highly credentialed and experienced, and are dedicated to managing all aspects of client accounts.
  • United States Marine Corps
    Executive Officer | Tactics Oic | Company & Platoon Commander
    United States Marine Corps 2003 - 2012
    Honor, courage, and commitment are the cornerstones of what we fight for.

Marc Bullock Skills

403 B 401k Fidelity Fidelity 403 B Plan Participants Retirement Retirement Planning Strategic Financial Planning Wealth Management Wealth Management Services Registered Investment Advisor Registered Representative Investment Advisor Representative Principal Military Military Veteran United States Marine Corps Hospitals Schools Universities School Districts

Marc Bullock Education Details

Frequently Asked Questions about Marc Bullock

What company does Marc Bullock work for?

Marc Bullock works for Fidelis Wealth

What is Marc Bullock's role at the current company?

Marc Bullock's current role is Business Owner.

What is Marc Bullock's email address?

Marc Bullock's email address is ma****@****ial.com

What schools did Marc Bullock attend?

Marc Bullock attended Norwich University.

What are some of Marc Bullock's interests?

Marc Bullock has interest in Family, Outdoors, Spending Time W/ Wife And Kids, Traveling.

What skills is Marc Bullock known for?

Marc Bullock has skills like 403 B, 401k, Fidelity, Fidelity 403 B, Plan Participants, Retirement, Retirement Planning, Strategic Financial Planning, Wealth Management, Wealth Management Services, Registered Investment Advisor, Registered Representative.

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