Mark F Swingle Group

Specialties

Driven by your goals, inspired by your values, committed to your financial success. The most important service we provide is to instill and reinforce a disciplined, non-​emotional and results driven approach to achieving your financial goals. Our services include: Comprehensive Financial Planning, Personal Financial Planning, Retirement Planning, Investment Management, Financial Planning for Women, Special Needs Planning, Estate Planning, Financial Planning for Small Business and College funding. Without the right education, insight, and advice, you can easily fail when it comes to saving money and especially investing money. We want you to feel understood, knowledgeable and confident in your investments.

History

Established in 1996.

I joined Massachusetts Mutual Life Insurance Company in 1996. By 2002 my practice out grew the MassMutual system. I transitioned to the independent model of National Financial Partners in this independent and open environment my clients and practice have continued to flourish.

Meet the Business Owner

Mark F. S.

Business Owner

As a committed Certified Financial Planner™ practioner with years of experience, I am driven to help guide people and their families toward their goals and thereby help achieve success. My passion for the markets, calm demeanor and disciplined approach to investing are my secret sauce for my client’s success and the long term relationships I have with them.

I earned my Bachelor of Arts in Economics degree at Farleigh Dickinson University. In 2002 I earned my Certified Financial Planner™ (CFP®) designation. The success of my practice as an independent financial planner has been built up over many years.

I am deeply passionate about helping my clients achieve their financial goals. I choose to work with a select group of private clients which gives me the freedom and flexibility to spend more time educating them and updating my own practice, while working to provide creative, top notch money management.