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On The Mark Money
On The Mark Money: Clear guidance for confident financial futures.
4.6
Business
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On The Mark Money: Clear guidance for confident financial futures.
On The Mark Money, located at 5465 Legacy Dr #650, Plano, TX 75024, is a respected finance and consulting firm. Mark is described as kind, informed, and responsive, offering clear guidance that reduces anxiety about finances. Clients praise retirement planning help, consolidated accounts, and honest, client-focused advice with ready accessibility.
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Personalized strategies to grow and manage retirement accounts for long-term financial security.
Expert guidance on portfolio consolidation and optimization to maximize returns and minimize risk.
One-on-one sessions to reduce anxiety and provide clear, actionable advice for your financial situation.
Streamline various investment accounts for easier access and better management upon retirement.
Responsive communication via in-person meetings, email, or text to answer questions and adjust plans as needed.
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Overall rating
Jassal Rojero
I highly recommend Mark as a financial planner. He has done an absolutely amazing job helping me grow my retirement account and has consistently provided clear, thoughtful guidance along the way. He is knowledgeable, responsive, and truly has his clients’ best interests in mind. I’m very grateful for his support and expertise.
Caitlin Bossert
Mark was kind, informed, and helpful! We had a short call but it significantly reduced my anxiety around my financial situation and gave me confidence in the next moves to take for myself. He gave me general advice with no strings tired or awkwardness. I would highly recommend Mark for any of your financial needs!
Brandon Potts
Mark with On The Mark Money is awesome. He was kind, trustworthy, and very knowledgeable when it come to financial planning and investment options. I would definitely recommend him and his team to anyone looking for financial growth or stability for the future!
Travis Seitz
Mark Stoecker, Mark On The Money, is named perfectly. Mark has set me up with a steady growth income for the rest of my retirement with money left for my family and heirs. A very nice feeling not to have anyone else helping me manage my funds. Mark IS on the money!!
Kishor Chintal
Rick Steckel
We had an initial zoom call on Thursday 11/9/23 which went rather well and Mark then set up another zoom call for the following Thursday 11/16/23. He requested to send him our financial information along with an invoice. As a small business owner, I got busy that Thursday after the first call and then on Friday. Mark then went on to re-send the invoice 3 more times, Friday, Saturday and again on Sunday. I replied back to him on Sunday saying "Really? I will complete it when I have time," which would have been the following business day Monday but we guess Mark was not ok with that, pretty impatient to say the least. Mark then cancelled the upcoming Thursday appointment and everything else indicating " he only works with clients committed to move forward." I said "Sorry, I got busy. Most small business owners get busy and need to accommodate their customers in a timely basis if matters arise." We guess Mark is more interested with "bigger fish to fry" than anything else with us just being a small fish in a big pond. Mark, one word of advice, you could have handled this a lot better than what you did. Would not recommend On The Mark Money nor Mark Roecker's business.
