Mark K Mantay, CFP®, MBA, CLTC®

Wealth Management Advisor

 

LISTENING AND UNDERSTANDING ARE ESSENTIAL
Mark Mantay, CFP®, MBA, CLTC understands that financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into reality begins with an understanding of each client and their goals. It concludes when combined with knowledge, discipline, strategic financial planning and most importantly, implementation. Key products/solutions include life insurance, disability insurance, Long-Term Care insurance, financial planning, business solutions and investment advisory services.

Mark Mantay helps his clients transform their professional success into their personal financial security and success.


When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. Mark Mantay recognizes that a good financial blueprint will lay out what you need to do today to achieve your goals for tomorrow. As your Financial Advisor, Mark Mantay will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision of the future. As your life changes and presents new opportunities, challenges and needs, Mark Mantay will work with you to evolve your financial plan to address them.

Mark Mantay's practice is devoted to helping successful professionals and private business owners both identify and achieve their financial goals. For individuals, Mark assesses and provides life, disability and Long Term Care insurance, investments and estate planning advice and solutions. For business owners, Mark Mantay also assists with design and selection of group benefits, retirement plans, retaining & protecting key personnel, protecting multiple owners, executive benefits and helping with succession planning (often while improving the business results).

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone like Mark with the ability and resources to best address those needs is the next.

Let Mark Mantay help you ensure your financial future is all you want it to be.

 

My Mission

Mark Mantay's mission is to help his clients attain financial security for themselves, their families and businesses. Because you cannot predict the future, Mark Mantay will help you plan for and consider the best and worst case scenarios and create a long-term relationship. Mark Mantay is committed to providing expert guidance and innovative solutions, and  works to create long-term relationships based on quality service and integrity.

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