Mark  Satkoski,  CFP<sup>&reg;</sup> - Financial Advisor

Mark Satkoski, CFP®

Midwest Capital Advisors

630 Kenmoor Ave
Grand Rapids, MI 49546
FINANCIAL ADVISOR'S WEBSITE
6164549600 CONNECT WITH Mark
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General

Mark Satkoski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Midwest Capital Advisors in Grand Rapids, MI and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary®, I spend my time partnering with households looking to take control of their financial lives. I specialize in developing proactive tax-sensitive contribution strategies for working individuals. As financial independence becomes a reality we develop tax-sensitive distribution strategies to maximize client wealth and build confidence in the transition beyond the working years.

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Financial Advisor Experience

Over 15 years of financial planning experience helping successful individuals and families manage their financial lives.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee Benefits, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources