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Why have a Financial Planner

Mellick Wealth Management provides financial planning solutions that focus on your goals and objectives. It is important to have someone by your side to steer you in the right directions by recommending the different options that are available to you. We always take into consideration your current situation as well as the goals you have set for yourself in the immediate to distant future.

Not only that, we will provide you with a team of our staff that will do all of the running around for you with the banks, stockbrokers, lenders, and other various tedious tasks. Its our job to make sure that your plan becomes a reality in the simplest way possible. We do all of the running around for you as part of our services.

At Mellick Wealth Management we understand that the economy is an ever changing entity and we must move with the times. We will move with the economic changes as they occur and advise you when new opportunities arise for you. Financial planning is not a one time affair, but more of a guideline that requires constant improvement and tweaking. Well always be there to help!

 
 

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Testimonials

"Mark helped us overcome the challenges of acquiring our first home loan. With his expert advice and guidance we have gone on to purchase our second and third property with ease." -Amanda Leahy


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