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Home > Financial Planner Directory > Idaho > Sandpoint > Mark B. Umek, CFP®

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Mark B. Umek, CFP®

Steckler and Wynns

123 S. Third Ave.
Suite 8
Sandpoint, ID 83864

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Business Taxes
Investment Management
Estate Planning
Government & Military
Limited Partnerships
Mutual Funds
Real Estate
Job Loss
Insurance
Retirement
Long-term Care
Starting a Family
Sudden Wealth
Personal Taxes

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Combination Fee/Commission

Considerations: Registered Representative of and securities offered through QA3 Financial Corp. Member FINRA/SIPC. Investment Advisor Representative of and Advisory Services offered through QA3 Financial LLC, an SEC Registered Investment Advisory Firm.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.