Marketplace Financial Group, LLC

Aug 2024

Lisa takes a data-centered approach to laying out options and helped me make decisions about my future. I really appreciated her consultation and ability to help me weigh both the financial and personal considerations. Highly recommended!

Oct 2018

Karl genuinely understands my business and how to develop a strategy to maximize my dollars now, and still have a retirement plan. My wife and I were in the midst of building our home, and Karl was able to help us navigate how to money manage it. Will never forget his help!