Mark Finelli has been my trusted financial advisor for nearly 20 years. He’s always available to guide and advise whenever I have a question.  He understands my needs to reach my financial goals.  I highly recommend him to do the same for you. 

-Bob L

We became Mark Finelli’s clients in 2005 when he was with Smith Barney. As he grew our investments over the years and moved onto Merrill Lynch we moved our accounts with him.  Recently he decided to establish Family Wealth LLC and he continues to grow our investments.  We are very pleased to be clients of Marks’ because of his integrity and commitment to growing our investments in our retirement years.

-Laura and Larry L

My family has  been working with Mark Finelli for over 10 years. What makes him unique as a broker is that he doesn’t push or pressure but rather gives sound advice that allows us to make strong, solid moves in our accounts.

-Robin T.