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Mark Hoffman, Financial Advisor

FINANCIAL ADVISOR
Mark Hoffman

10597 Montgomery Road, Suite #101, Montgomery, OH 45242opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Hispanic Family Finances
  • Estate & Legacy Strategies

About Mark

I enjoy developing long-term relationships with clients, giving them the opportunity to build wealth, live comfortably and leave a legacy. Together, we accomplish this by using an established process to build a personalized strategy, helping them achieve what is most important to them. We can also work with your CPA, attorney and other professionals to develop comprehensive financial strategies that leverages everyone's expertise.

My branch office administrator, Gerry Palumbo, enjoys partnering with our clients to help keep them on track towards achieving their goals. She was born and raised on the west side of Cincinnati and has always worked in the...

Work History

  • Edward JonesJuly 2017 to Current

Education

  • Pepperdine UniversityMaster of Business Admin
  • DeVry Institute of TechnologyBachelor of Science

Personal Interests

  • Music
  • Aviation
  • Hiking
  • Soccer
  • Tennis

Team Members

  • Kelly Halbert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 08:00AM - 12:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends

Phone

(513) 793-7100

Fax

(888) 219-8273

Office Address

10597 Montgomery Road
Suite #101
Montgomery, OH 45242opens in a new window

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