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Mark McGarvey, Financial Advisor

FINANCIAL ADVISOR
Mark J McGarvey

CFP®
2300 Swan Lake Blvd Ste 203, Independence, IA 50644opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Mark

Do you know what would happen to your family financially if you didn't wake up tomorrow? Can you confidently say that you know exactly how much money it's going to take for you to be able to retire comfortably, and to stay comfortably retired for a very long time? Are you maximizing your tax planning strategies? If you can't confidently answer these questions, then we need to talk!

At Edward Jones, every strategy we offer and every solution we recommend is based on us first gaining a clear understanding of what's most important to you. We then invest the time to...

Work History

  • Edward JonesJuly 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • College for Financial PlanningMaster of Science
  • Univ of Northern IowaBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Reading
  • Golfing
  • Traveling

Team Members

  • Donna Hon
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(319) 334-7070

Fax

(888) 719-6062

Office Address

2300 Swan Lake Blvd Ste 203
Independence, IA 50644opens in a new window

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