Mike and his team are very knowledgeable and have a great understanding of what I need for myself and my business. I feel very comfortable knowing that I can put my trust in them to help me make the right decisions for future.
- Lesley F.
At MKS Financial my husband and I always feel heard and respected. Our advisor Michelle is very knowledgeable and ready to assist us at any time. Since we are in our retirement Michelle has been terrific. She provides information in a way that we can understand and is always open to questions and finding the best outcome for us. We feel we have become one of the MKS Family!
- Monica W.
Recently moved our financial portfolio over to Mike and his team and could not be happier. Mike, Michelle and Kerry work hard to provide the information and guidance you need at any stage in your life; in our case preparing for retirement. They are very knowledgeable and personable and work well as a team that I trust. Definitely exceeded my expectations!
- Donna L.
Mike and his group are always incredibly helpful and able to provide guidance. They work around your schedule and make sure your needs are met. They are wonderful!
- Nicole B.
I’ve been working with the MKS team for several years now. Not only have they helped our family get our personal finances and investments on track, but they also have been instrumental in my business’s financial planning as well. As a former teacher, Mike is great at thoroughly explaining concepts and helping you feel informed and confident with the financial decisions that you make. They are also extremely quick to respond to questions and perform regular check-ins. They make you feel that you’re a valued Client and your advisors are equally invested in your success. I trust them completely and have no doubt that myself, my family and my business are in great hands. Thanks, MKS!
- Dr. Kaylee B., Veterinarian Business Owner
MKS Financial Services is awesome. They have fulfilled all of my needs when it comes to planning my family's future. Mike is very knowledgeable and professional. He is very clear with what his plan is for my investments, while taking in concerns about my different preferences and issues. I also like that he was a former teacher and knows our system. Susan is wonderful. I am very appreciative of her patience with me. She is always pleasant. The rest of staff I have dealt with have also been very professional and personal. I have recommended Mike, Susan and the rest to many people. I am very comfortable with the growth of portfolios, because it is an area in life I do not know much about. Thanks, MKS
- Kevin T., School Principal