152 Himmelein Road,
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.
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.
What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Family Wealth Partners on the map.
We have only one focus: you. We'll work with you to provide personalized support every step of the way.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
Where You Are
We create financial strategies tailored to your goals.
Where You Want To Be
Years of experience have prepared us to guide you through your life transitions.
How You Get There
We believe values matter, and we live by ours every day.
LET'S GET CONNECTED
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