Swartz Mark

L. Sunny 

on Google

5 years ago

Although I infrequently write reviews, I knew I definitely had to take the time to write this one. It was personal. A while after my Father died, my husband and I were assisting my Mother in buying a car. It was at this time that we discovered not just how financially illiterate my 70 year old truly was, but also how ill-prepared she truly was with regards to end-of-life planning. As one of my siblings is a successful CFO, my husband and I mistakenly assumed that he would be guiding our Mother through routine financial manag... read more

Monique Boisvert 

on Google

6 years ago

Although I infrequently write reviews, I knew I definitely had to take the time to write this one. It was personal. A while after my Father died, my husband and I were assisting my Mother in buying a car. It was at this time that we discovered not just how financially illiterate my 70 year old truly was, but also how ill-prepared she truly was with regards to end-of-life planning. As one of my siblings is a successful CFO, my husband and I mistakenly assumed that he would be guiding our Mother through routine financial manag... read more

gail williams 

on Google

7 years ago

My husband Mark hired Mark , to review a patent pending . He found that their was an issue with the patent office that needed to be clarified before making the idea public. Mark was great and explained everything I needed to do.