Mark D. Bookbinder has a background in law and finance, with a strong commitment to putting clients first. His practice specializes in asset management, retirement planning, estate planning strategies, education savings, business owner strategies, insurance, investment portfolio management, and wealth management. He works with a variety of clients, focusing especially on retirement plans and plan participants.

Mark dedicates substantial time and energy to truly understand his clients, aiming to provide personalized, optimal solutions that are regularly monitored to adapt to changing needs. This client-centered approach has not only helped him deliver outstanding service but has also led many of his client relationships to become lifelong friendships.

Mark is married to Hannah and has two children, Zach and Evan. Zach is currently working alongside Mark while continuing his studies, contributing to the family business.

*licensed, not practicing on behalf of Osaic FA