Client Testimonials

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 "Mark has been my financial & insurance advisor for over 16 years. During that time he has worked to strengthen my overall financial portfolio while putting me in instruments that guarantee I would not lose principal. I have referred others to Mark who have had equal success. Mark is not only a professional with impeccable qualifications, he is genuinely interested in you as a person. He will get you to your savings and retirements goals because he cares."  

 "We asked Mark Vosika to help us prepare our family's future with security and comprehensive financial planning. With Mark's professionalism and insurance expertise, we were able to set up accounts for our children's college education, as well as our Life & Health Insurance and Retirement Portfolios. Now that the future & our retirement are here, this strategic planning was critical in reaching our ultimate success." 

  "We have been happily working with Mark Vosika for over 8 years. He has always done a fantastic job determining and suggesting alternatives that meet our level of risk tolerance and objectives. He has also helped us diversify our portfolio. He helped us move money from low interest CDs to other higher yielding options that still provide safety & a low risk emergency fund. We value his advice and appreciate his many years of experience helping us navigate the confusing world of insurance & retirement planning."  

"HAVING PROPER INSURANCE & EFFECTIVE FINANCIAL PLANNING IS SOMETHING EVERYBODY NEEDS.  HAVING MARK AND HIS ADVICE AS A RESOURCE....NOW THAT'S A PRIVILEGE!"   (Darlene S. Larson)