Why Vaimberg

BECAUSE FINANCIAL PLANNING SHOULDN'T BE COMPLICATED

When it comes to money, financial planning, insurance services, investment services, and other related topics, most people choose to avoid them or procrastinate, as they feel it is overwhelming to try and keep up with the numbers, figures, research, and intricate planning necessary to do it all right.

Our goal at Mark Vaimberg, CFP®, is to make this part of your life easier. And, in fact, when this area of your life is on track, you'll find that many other parts are also positively affected, whether it's planning for retirement, a business startup or expansion, or simply your daughter's wedding.


Here are a few ways we make your life easier:

  • We always treat you politely and with respect and courtesy
  • We return calls promptly - you are always No. 1 to us
  • Our staff is knowledgeable and informed and can confidently answer your administrative questions or get you the assistance you need
  • We use stick-on signature arrows to avoid any confusion and postage-paid return envelopes to make it easier to work with us
  • We provide sample kits to easily show you how to complete medical insurance plan forms correctly
  • We explain plans, programs, and concepts at your level, so you always understand what we are talking about
  • Through Albridge Solutions we provide you with access to consolidated account statements as well as the ability to track performance
  • Our Web site offers the very latest financial articles, topics, calculators, and news to keep you as up-to-date and informed as you wish
  • We offer a broad range of services so you can take care of everything, from investing to insurance
  • We can offer confident recommendations to professionals outside of our expertise, such as casualty insurance agents or real estate professionals