What Other Are Saying . . .

"I have been working with Fielder Financial for several years.   I find them very helpful, knowledgable, and, most important, honest.  If you want to save on taxes, these are the people to see."
Dr. Brian Nelson, Founder of Physicians Neck & Back Clinics, MN.

 

"Thank you for the personal, "hands-on" care and attention you provided my family members and me. Your expertise and tax strategies really gave me the peace of mind I was seeking. I know I've aligned myself with an industry leader."
John P. DePhillip, Investor, CA.

 

"I have known Mark for almost 15 years and find him to be a man of honor and integrity. He and his staff are true professionals and their knowledge in the area of tax advantaged investing strategies exceeded my expectations. I found their approach straightforward and refreshing -- I would recommend their services to anyone who is serious about financial planning and saving money."
Steve Jordan, Former NFL Kicker, CA.

 

"Mr. Fielder and his group have been a great help in setting up our irrevocable trust and family limited partnership, both of which save estate taxes. This has worked out well. They are also very good on follow up."
John M. Cart, Investor, SC.

 

"Mr. Mark Fielder and his company have handled my investments and also my sister-in-law's investments for more than 10 years. These investments are considerably more than $1 million dollars. He has always performed in a very professional and friendly manner. He is well informed and keeps up to date on changing economic trends and, most importantly, his is completely trustworthy."
Charles P. Downer, Investor, AZ.

 

"I was truly impressed with the professionalism and depth of knowledge that Fielder Financial Management brought to my personal situation. Personal attention is important to us and, honestly, we were tired of calling those large fund companies and getting someone different each time who didn't know our goals from 'up' -- thanks a million."
Deborah S. Loughran, Para-Legal, CA.

 

"My experiences with Fielder Financial, and in particular, Mark Fielder and Michael Graves, have always far exceeded my expectations. I would highly recommend mark's firm to any of my friends or business associates who have to learn more about tax advantaged investing."
James Busch, Media Sales, Author, CA.

 

"Being on the East Coast I have never met Mark Fielder, but our business association dates from 1989. I have sought his advice on Annuities, Irrevocable Trusts, Investments, and Estate Tax Plans. I have always found him reliable and accurate.  If I had to choose three adjectives to describe Mark and his company, they would be Honesty, Integrity and Sincerity."
William C. Jagger, Investor, VA.

 

"Since his company's inception, we have been seeking Mark Fielder's financial advice. Throughout the years he has proven he is knowledgeable in investment and estate planning and attentive to our individual needs."
Sallie McGinnis, Investor, OH.

 

"My practice is strictly concentrated in the area of estate planning. I have known and worked with Mark and his people for 10 years now and must say, they are an exceptional group. They are well versed in the areas of trust funding, tax mitigation and investments.   I highly recommend their services."
Steve A. Sciarretta, Attorney, FL.

 

"FFM has kept myself and our company abreast of the ever-changing and complex tax laws. Mr. Fielder is extremely knowledgeable and professional. He has at all times been responsive to our needs and requests. In my personal dealings with Mr. Fielder, I have found him to be careful, deliberate, patient and his advice sound."
Michael P. DeFendis, President, DiBudio & DeFendis, CA.

 

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Copyright © 1998 Fielder Financial Management, LTD.
All Rights Reserved.

Securities are offered through Girard Securities, Inc. member FINRA, SIPC.
Mark R. Fielder, Registered Principal. CA. Insurance Lic. # 0690576.

Required Legal Disclosures:
(A) Testimonials may not be representative of the experience of other clients
(B) Testimonials are no guarantee of future performance or success
(C) No fees were paid for the above-mentioned testimonials