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Submitted URL: http://markelfinancialservices.com/
Effective URL: https://www.markelfinancialservices.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.markelfinancialservices.com/
Submission: On January 25 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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</form>Text Content
1400 Buford Highway, Suite G2, Sugar Hill, GA 30518 678-804-7772 steve@markelfinancialservices.com Schedule a Meeting Menu * Home * Client Services * Insurance Solutions * Retirement Planning * Wealth Management * About Us * Mission Statement * Our Team * Products & Services * Useful Links * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Calculators * Contact * Client Login Schedule a Meeting RETIREMENT STABILITY STARTS HERE Holistic retirement strategies tailored to your goals. Learn More RETIREMENT STABILITY STARTS HERE Holistic retirement strategies tailored to your goals. Learn More RETIREMENT STABILITY STARTS HERE Holistic retirement strategies tailored to your goals. Learn More RETIREMENT STABILITY STARTS HERE Holistic retirement strategies tailored to your goals. Learn More RETIREMENT STABILITY STARTS HERE Holistic retirement strategies tailored to your goals. Learn More HELPING YOU GAIN CONFIDENCE IN YOUR FINANCIAL FUTURE At Markel Financial Services, our sole focus is you. We believe everyone should be able to live the retirement they've always wanted and we are committed to helping you work toward achieving the retirement you desire. We can help you create a well-thought-out tailored strategy, using a variety of investment and insurance products and services, to help you address your financial needs and concerns. Learn more IT'S TIME TO THINK DIFFERENTLY ABOUT YOUR MONEY We stay focused on market trends, so you don't have to. WEALTH MANAGEMENT We create custom investment strategies tailored to your financial goals and tolerance for risk. Learn more INSURANCE SOLUTIONS We offer complete assessment's of clients' insurance plans to ensure they are adequately covered. Learn more RETIREMENT PLANNING My passion is help you achieve financial independence and feel confident in your golden years. Learn more WHY CHOOSE US? EXPERIENCED: Over 23 years of experience, combined with professional contacts, provides everything you need in one place. STRATEGIC: Independent, fiduciary planning and investments to help you achieve your goals. AVAILABLE: We offer a 90 minute complimentary consultation and flexible scheduling. Based in Sugar Hill, GA, we serve Metro Atlanta and the surrounding counties. Learn more HAVE A QUESTION? Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 678-804-7772 Fax: 678-804-6082 1400 Buford Highway Suite G2 Sugar Hill, GA 30518 Life, Health, Securities Send an Email QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Additional insurance Services offered through Markel Financial Services. This communication is strictly intended for individuals residing in the states of AL, GA, NJ, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.