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Mark S. Gardner

Testimonials

As an industry veteran now, Mark Gardner has interacted with thousands of people over the course of his career. Here is a sampling of what some of those people have to say about him.

Tom & Margo Levine,

Client since 2014

About 4 years we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer-term estate planning.

This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important client and your astute advice you have provided has already led to significant benefits.

You are always caring and engaging, but at the same time, we are never in doubt of your professional acumen.

We appreciate that you always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion.


Barbara “Bobbie” Cohen,

Dallas, TX

Mark was able to look at my finances and help me map out a retirement plan that addressed my concerns and needs. And he did it in a way that was easy for me to understand and follow.

It was a huge relief. Now I feel a lot better about my retirement and future after meeting with Mark. I would recommend Mark to anyone, as he went above and beyond anyone I met with before.


Michael Charne,

Vice President Financial Advisor Global Wealth Management Merrill Lynch

Mark Gardner is one of a kind.

He is a “Networking” genius who shows real understanding,interest and sincere caring for those individuals who are honored to cross his path.

Mark is very charismatic, energetic and enthusiastic in building network platforms that are meaningful and beyond the normal reach of individuals.

I have found Mark to be a man of good….


Brad Gelsky,

Sales & Marketing Consultant to the Contact Center Industry

Mark is truly “one in a million,” always placing other’s needs above his own.

His focus on what is best for the person/client, whether it be financial or personal is unmatched. Mark’s expertise and knowledge in his field are evident, and his advice can be completely trusted.


Bruce Bradford,

President & CEO at North Dallas Chamber of Commerce; Managing Member – Criterium Solutions

I came to know Mark through the Dallas Business Forum about five years ago. He has a business network that eclipses anyone else I know, and the heart and knowledge to share it effectively with dozens of people every week.

He has introduced me to valuable contacts literally dozens of times, supporting my success in a very meaningful way.


Francois Bouville,

Senior Vice President at Wells Fargo Capital Finance

Mark’s reputation precedes him wherever he goes. He demonstrates true professionalism and is very personable.

He has always put the client’s best interest first and has been instrumental in putting people together in the finance sector. A man of honor and would highly recommend Mark without hesitation.


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Robert Wood

Owner Robert Wood Attorney at Law

Mark is one of the hardest working people I know.

He is a very good person and cares very much about his clients. Often Mark will go out of his way,staying long hours to serve his clients,double checking to make certain things are right.


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Tags
 Helping families with retirement & pre-retirement planning while maximizing your social security benefits: Annuities, Wealth Management & Life/Disability/Long Term Care Insurance.

Latest Blog Posts

Local RetireWellDallas, Mark S. Gardner, Owner Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techn[...] Read More >>

Local RetireWellDallas, Mark S. Gardner, Owner Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techn[...] Read More >>


Using Your IRA for a Short-Term Loan Reported By Mark S. Gardner, 214-762-2327 For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as a quick source of cash.[...] Read More >>

Using Your IRA for a Short-Term Loan Reported By Mark S. Gardner, 214-762-2327 For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as a quick source of cash.[...] Read More >>


About Mark S Gardner

Mark S Gardner,
Managing Director,
Address: 5307 E. Mockingbird Lane.
Suite 500
Dallas, Texas 75206
Mobile: 214-762-2327
Fax: 469-914-6088
Email:MarkGardner@RetireWellDallas.com
Website: www.RetireWellDallas.com


Mark Gardner on Willie Lambright Radio Show

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