Client Testimonials

Eric O. / Senior Director Employment Tax Division

 "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."  

Richard & Ingrid S. / Retired Business Owners

 "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." 

Brian & Laura F. / Software Application Engineer

  "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."  

Brent & Lisa H. / Retired in Alcester, SD

"During 2015 and 2016 my wife and I interviewed several financial planning firms - national, regional and local. We gave each one of them our financial statements, our goals and objectives. Mark Vosika was the only one to not only meet our requirements but exceeded them to make sure that we were also covered with Life & Health Insurance, Long Term Care coverage, and Dental & Vision coverage. He provided us with a wide range of insurance alternatives helping to protect our savings, and meet our specific goals through different life cycles. Further, he aided us in completing our Wills, Medical Directives, and POA's. We are pleased by his continued communication with us on how our programs are progressing and if changes need to be made. I highly recommend Mark for his comprehensive programs, and professional & personal interest in the overall welfare of his clients."



"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)