Mark Napolin & Associates, Inc. has been working with individual and business clients since 1974 throughout the Southwest. As independent financial professionals, our team focuses on asset accumulation and preservation strategies. We believe even the most well-informed financially successful people need simple, solid support and advice. Our ideas are practical and not based on the latest 'textbook ideology'.
That is why many of our clients have continued utilizing our advice for decades. We offer clients a wide range of innovative, flexible investments, insurance products and financial services that are customized to fit their individual needs and plans. Once goals are set and the program is planned, we will periodically monitor portfolios and assess the needs. Our advisors work to help ensure that asset allocations are appropriately diversified to match individual risk tolerance with financial goals.
- Retirement Income Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Executive Compensation
and much more...
Investment Advisor Representative
Operations Manager / Client Services