Marc Bullock Email & Phone Number

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.

Listed skills include 403 B, 401K, Fidelity, Fidelity 403 B, and 17 others.

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  Norwich University

  Bachelor'S Degree