Mark Menges, Cap® Email and Phone Number
Mark Menges, Cap® work email
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Mark Menges, Cap® personal email
Mark Menges, Cap® phone numbers
Professionally, I enjoy serving clients by helping them work towards building financial success so they can purse their passions, both personally and philanthropically. Money in and of itself means nothing- its value is only realized when it adds fulfillment to your life. My clientele would be successful even if we had never met, but by working together I am able to help them coordinate and integrate their entire financial life resulting in the recovery of money they were losing through inefficient strategies and by not knowing what they do not know. If you are a successful professional, executive or business owner and would like to explore ways to make your money work harder for you, then I would love to have a conversation to see how I can help!Personally, my greatest joy has been raising my family with my wife Lori. Coaching my kids’ sports teams, helping them start their businesses at the ages of 10 and 9, and watching them grow into fine young adults is a true blessing. Now that they are all in college and beyond I find myself with more time to pursue personal interests like fly fishing, golf, charitable endeavors, and spending time with my wife. My current number one non-work or family-related passion is pickleball. If you have never heard of pickleball, check out this video https://www.youtube.com/watch?v=hEPXLp1kR7o&t=4s
Compass Financial Group, Inc.
View- Website:
- compassfg.com
- Employees:
- 9
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President And Wealth StrategistCompass Financial Group, Inc.Dublin, Oh, Us
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President & Wealth StrategistCompass Financial Group, Inc. Dec 1995 - Present6600 Perimeter Drive, Suite 200 Dublin, Oh 43016Having been in the wealth advisory business for over 20 years helping people build wealth with a purpose, I have seen and experienced many changes over the years. My goal is to provide peace-of-mind to my clients so they will worry less about money and focus more on the things that matter most to them. Ultimately, long-term relationships built through serving my clients is what I am most passionate about providing.SOME OF THE QUESTIONS I CAN HELP YOU ANSWER:1) Am I making the right decisions with my money?2) How soon can I retire?3) What is the best way to pay for college?4) Am I saving enough money each month?5) Did I chose the right benefits at work?6) Am I taking too much risk with my investments?7) How can my small business best build wealth for me?8) Do I have the right insurance protection in place for my family?9) What is the best way to maximize giving to my favorite charity?10) What is the best way to leave a legacy to my family?THINGS WE DO TO HELP PROVIDE YOU PEACE-OF-MIND:1) Coordinate and integrate all of your financial decisions2) Structure your insurances to provide maximum protection3) Develop a plan to balance lifestyle spending and saving for the future4) Maximize Social Security and retirement income5) Build an investment strategy that coordinates all of your accounts6) Help you choose the right investment options for your 401k, IRA, pension7) Optimize the use of stock options, restricted stock and deferred comp8) Create charitable giving and philanthropic strategies9) Look for tax saving strategies appropriate for your situationInvestment Advisory services are offered through Compass Financial Group LLC, which is not a subsidiary or affiliate of The O.N. Equity Sales Company. Mark Menges is a Registered Representative of The O.N. Equity Sales Company member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242. 513-794-6794.
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Senior Account ExecutiveQuaker Oats Jan 1988 - Dec 1995
Mark Menges, Cap® Skills
Mark Menges, Cap® Education Details
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Business & Marketing -
Chartered Advisor In Philanthropy® Designation, Philanthropy & Planned Giving
Frequently Asked Questions about Mark Menges, Cap®
What company does Mark Menges, Cap® work for?
Mark Menges, Cap® works for Compass Financial Group, Inc.
What is Mark Menges, Cap®'s role at the current company?
Mark Menges, Cap®'s current role is President and Wealth Strategist.
What is Mark Menges, Cap®'s email address?
Mark Menges, Cap®'s email address is ma****@****son.com
What is Mark Menges, Cap®'s direct phone number?
Mark Menges, Cap®'s direct phone number is (614) 791*****
What schools did Mark Menges, Cap® attend?
Mark Menges, Cap® attended The Ohio State University Fisher College Of Business, The American College Of Financial Services.
What skills is Mark Menges, Cap® known for?
Mark Menges, Cap® has skills like Wealth Management, Financial Advisory, Investments, Charities, Retirement, Retirement Planning, Donor Advised Funds, Crts, Insurance, Estate Planning, Strategic Financial Planning, Finance.
Who are Mark Menges, Cap®'s colleagues?
Mark Menges, Cap®'s colleagues are Pakeeza Javaid, Chris A., Sami Richter, Jennifer Albert, Kourtney Lagesse.
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