Mark Hoge Email & Phone Number

Unity Wealth Management supports clients, families, and communities everywhere from the heart of Minnesota. Our advisors pride themselves on their professionalism and knowledge of family and community values. We know life can change quickly, and sometimes simply managing your financial situation can be overwhelming. Whether it is creating or modifying your budget, managing an investment portfolio, planning for retirement, or taking care of yourself and others through insurance products, education, and estate planning, Unity Wealth Management is here for you. Our advisors are flexible and understand your concerns, we are always able to meet in-person, via telephone, or on any number of virtual meeting platforms. Mission Statement:Our goal is to build strong, lasting relationships, helping guide you through your financial life: the good times and the bad. We provide knowledge, products, and services that shape your goals for the future. We simplify your finances by creating comprehensive and personalized financial planning, focusing on value and growth where we empower you to pursue your goals.About Me:I am an accomplished and outgoing individual who has worked in a variety of fields, with a solid history of achievement in customer service. I am a motivated leader with strong organizational and prioritization abilities. I excelled in playing basketball while still maintaining a 3.3 GPA in college. Areas of expertise include communication, technology, customer service, training, and merchandising.Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

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  University Of Jamestown

  Mass Communication/Media Studies