Wealthmark Financial Solutions

read moreFor over 35 years our mission has been simple- Help our clients build and protect their wealth. Individuals, families or businesses, regardless of their income or net worth, all have a common desire. We feel that is financial independence, economic freedom, and dignity. To help accomplish those desires we provide financial strategies, and offer quality insurance and financial products, and employee benefits to businesses and individuals. Please use our website as a resource and do not hesitate to contact us for additional information or to schedule a meeting.

read moreWealthMark Financial Solutions, LLC was incorporated in Montgomery in May of 2007, but has been many years in the making. Its Principal, Tony Edwards, was recruited as an Agent with New York Life in 1982 in Charlotte, North Carolina while he was working there as a corporate pilot. To expand the services offered, he quickly achieved status as a Registered Representative with NYLIFE Securities in 1983. His entrepreneurial spirit saw an opportunity to continue the pursuit of being a business owner providing products and services that can help benefit clients, but also allow him to forge new relationships, and enjoy the satisfaction of seeing others succeed and accomplish goals.

read moreOne of the best things about working for WealthMark Financial Solutions is being able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead. If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place. At WealthMark Financial Solutions, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.