Jeff Marko Joins Blumark - Brings Insight, Expertise to Support Client Goals

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Marko brings nearly a decade of professional experience to his role, including extensive work in the 403(b) market.

… I want to be the one to help them (clients) better grasp what to do and take control of that important part of their life.

Blumark, a leading boutique financial service and tax advisory firm, today announced the addition of Jeff Marko to the team as a Financial Advisor. Marko brings nearly a decade of professional experience to his role, including extensive work in the 403(b) market.

Marko takes an educational approach in advising his clients. Noting that financial planning can be complicated for individuals, he says that it is important that investors understand their options to identify the right investment product for them. And understanding goes both ways, he adds.

“I want to understand my clients on a personal level too,” Marko said. “It’s important for me to understand their current situation and their personal goals, in order to develop a financial plan that they can relate to and that works for them.”
With that personal relationship as a foundation, Marko provides his clients with the advice and the right resources to make them comfortable with their decisions.

When asked what motivated him to pursue a career in financial advising, Marko said, “I got interested early, in elementary school. A local bank had a student savings program at school, and it was there that I first started to appreciate the importance of saving. Later in life, I also learned that with most people, when it comes to any kind of financial planning, they think, ‘I have no idea how, I have no idea what to do.’ I want to be the one to help them better grasp what to do and take control of that important part of their life.”

Marko earned a Bachelor of Business Administration, majoring in Finance, from the Haworth College of Business at Western Michigan University, in Kalamazoo, Mich.

About Blumark
Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client's personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. 6915 Rochester Road, Suite 400, Troy, MI 48085. 248.289.1647. http://www.blumarkadvisors.com

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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Robin Orlikowski
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