investor reviews.
Your premier investment company with top-notch financial stability
Rating 4.8 / 5.0 (3400 total reviews)
Pursue Your Goals!
We help individuals and families pursue their ideal retirements.
MARK TRUTTMAN
President
For over 24 years, Mark Truttman has worked hard to help his clients find confidence in retirement. He has assisted hundreds of people with their estate and financial needs, while helping them take steps toward achieving their lifestyle and financial goals. Mark has addressed hundreds of pre-retirees at financial workshops throughout Northern California.
He is registered with the Society of Certified Senior Advisors and is a member of the Life Underwriter Training Council and the Better Business Bureau. Mark also holds licenses with the State of California Department of Insurance. A Bay Area native, Mark was born and raised in San Jose, California. He currently resides in Livermore with his wife, Terri. He has two daughters, Jamie and Bryanne.
When he is not at work, Mark enjoys fishing and the occasional hunting trip with close friends and family. He has a passion for the outdoors and is always ready for another adventure.
CONTACT MARK TODAY!
[email protected]
Or Schedule A Meeting Today! Call: 408.241.0017
INSTANT DOWNLOAD
Don’t Play Your Retirement by Ear!
If you find yourself wondering …
- How do I make sure my money lasts?
- How can I cover all my expenses?
- Could my taxes increase?
- Will I have anything left to leave to my loved ones?
… chances are your current retirement plan is not in harmony with your goals. Take a look at the first few pages of our book to see how we can help you revise your plan.
CONTACT US
Phone: 408.241.0017
Fax: 408.241.0107
Email Us!
OUR LOCATION
6379 Clark Ave., Suite 220
Dublin, CA 94568
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
By providing your contact information, you may be offered information regarding the purchase of insurance products. CA# 0B06466
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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J. Mark Truttman: Published Author of
Retirement Roulette: Are You Putting Your Retirement Years at Risk?
