Mark Street Financial

09/02/2024

Happy birthday, Stephen!

We love having Stephen as one of our Advisors and Managing Partners, but most importantly we love having him as a teammate, friend, and brother!

He is pictured here with his little buddy, Osito. You can often find the two of them “Chinchillin” out together!

Have a great birthday!

04/15/2024

Exciting News! Estate & Wealth Planning, Inc. is now Mark Street Financial!

Check out this video for more details!

04/15/2024

Estate & Wealth Planning is now Mark Street Financial!

Learn more here: https://www.markstreetfinancial.com/who-we-are/

09/02/2023

Happy Birthday, Stephen! So glad to have you as a Financial Advisor and Business Partner on the Estate & Wealth Planning team!

05/04/2023

As a family owned and operated small business, we understand the challenges and opportunities that come with diligently running a small business! We love to support our friends who are doing the same.

Copps Pizza Company is a great place to get delicious food and meet some really neat people! We enjoy meeting clients and friends there often!

In honor Small Business Week, what small businesses do you enjoy supporting?

Happy Small Business Week! As a family-owned restaurant, we know firsthand the hard work and dedication it takes to run a successful business. We're so grateful to our community for their support over the years and we couldn't do it without you! ❤️🍕

04/24/2023

Help Wanted!

We are seeking to grow our client service team! We are currently seeking a part-time Operations Associate.

Please check out the job posting details and email me with your resume and/or any questions you might have!

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03/16/2023

Katie Williams - one of our favorite Estate & Wealth Planning team members 😊 - is participating in some pretty cool experiences while pursuing her degree in Finance at Cedarville University!

Keep up the great work, Katie!! We are very proud of you!

They say experience is the best teacher - a point proven by Cedarville University finance students in the applied portfolio management course. Working with funds provided by the university, students invest in real markets as a hands-on way to gain experience in the financial trading world.

12/09/2022

Merry Christmas & Happy New Year!

We are excited to share that our team is growing in 2023! Watch the video to learn more!