Services are the hallmark of Magnolia. You can do your banking and financing, manage your mortgage, receive accounting assistance and prepare your taxes, select your insurance coverage, seek legal advice and counsel, and receive quality wealth management expertise here in Magnolia.
Financial services and Magnolia go together to provide professional guidance in your investment strategies, investment portfolios, and the management of your money and assets.
How much do I need to save for retirement?
My child’s education?
How do I generate income once I am retired?
Will my family be taken care of if something happens to me?
Why leave Magnolia when we can answer these questions right here in The Village?
To schedule an initial consult, or for more information and to review our disclosures, please follow the link below.
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Markow Financial Group, Inc. is an independent financial firm that specializes in providing customized solutions tailored to your individual goals and needs. In a profession based on objective advice, true independence offers many choices intended to benefit you. Because Markow Financial Group, Inc. is an independent business we have the freedom to structure our business in a manner that best serves our clients. We take pride that our company is anchored around the principle of truly caring about making your dreams a reality.
ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k’s and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.
