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Macke Financial Advisory Group

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12699 New Brittany Blvd, Fort Myers, FL 33907

(239) 275-1122

CLOSED NOW
Today: 9:00 am - 5:00 pm
Tomorrow: 9:00 am - 5:00 pm
22
YEARS
IN BUSINESS
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General Info
About Macke Financial Advisory Group Macke Financial Advisory Group, Inc was founded in 1996 by Todd C. Macke, CFP. Working as a financial consultant for another company, Mr. Macke decided that in order to work in his desired atmosphere and fulfill his professional philosophy, the best solution was to create his own firm. Currently, Macke Financial Advisory Group serves over 100 clients in 11 states. In addition to Mr. Macke, Macke Financial Advisory team consists of Charlotte Dearborn, Registered ParaPlanner and Gabe Muller, Associate Planner. Charlotte is responsible for client services, technology and information management, financial planning, compliance and miscellaneous office duties. Gabriel is responsible for the portfolio reporting, preparation of meeting materials, financial planning reports and assisting in client meetings. As President of Macke Financial Advisory Group, Mr. Macke insists on maintaining a quality business. Recognizing that there are a number of elements necessary to create a highly efficient and productive firm, he believes in continually upgrading to the most recent technology, so that the most current knowledge and resources are readily accessible. In addition, Mr. Macke strongly supports investing in human resources. Not only are all employees encouraged to complete continuing education classes, but also he believes in the value of increasing his abilities through education via classes and conferences. More importantly, Mr. Macke believes that the quality treatment and service of his clients should be his primary consideration. Therefore, he believes that there would be a "conflict of interest" while working on commission. For this reason, he provides advice on a fee-only basis, and attempts to exceed the traditional expectations of his clients by improving the financial advisor quality of service. While a number of his clients are retirees or individuals headed towards retirement, he provides financial advice for people of all ages. In the past, he has assisted with the purchase negotiations of automobiles ; the interview process of real estate agents ; and the evaluation of a variety of locations, including nursing homes, rental properties, and houses. Ultimately, Mr. Macke highly values his advisor/advisee relationship with his clients, and for that reason many of his clients are not temporary, but life-long clients who quickly become members of Macke Financial Advisory Group family. If you are interested in learning more about becoming a Macke Financial client please visit the page or call 239.275.1122 for your complimentary initial consultation.
Hours

Regular Hours

Extra Phones

Fax: (239) 275-8912

Fax Number: (239) 275-8912

TollFree: (866) 271-1122

Payment method
amex, discover, master card, visa
AKA

Macke Financial Advisory Group Inc

Categories
Investment Advisory Service, Financial Planners, Mutual Funds, Retirement Planning Services, Financial Planning Consultants, Investment Management, Investments

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