Expert Financial Services in Scottsdale
Trusted financial solutions for businesses and individuals in the Scottsdale area
About Medmark
Serving Scottsdale and surrounding areas, we're a trusted financial services provider committed to quality, reliability, and exceptional client experiences.
- Certified financial professionals
- Years of financial expertise
- Locally owned and operated
Specializing in comprehensive financial services, our team brings decades of combined experience to every client. We pride ourselves on strategic solutions and meticulous financial planning.
View Our ServicesWhy Scottsdale Chooses Medmark
From financial planning to investment strategies, we deliver reliable financial services with proven results.
01 What financial services do you offer?
We provide a wide range of financial services including investment planning, wealth management, and financial consulting tailored to meet your needs.
02 Do you serve both businesses and individuals?
Yes, we work with both corporate clients and individual investors throughout Scottsdale and surrounding areas.
03 What areas do you serve?
We primarily serve Scottsdale, AZ and nearby communities including Phoenix, Tempe, and Paradise Valley.
Our Financial Services
Comprehensive financial solutions for businesses and individuals
Our Financial Process
How we deliver exceptional financial services
Financial Assessment
Understanding your financial goals and current situation.
Strategy Development
Creating customized financial solutions for your future.
Portfolio Management
Professional execution with ongoing performance monitoring.
Client Testimonials
What Scottsdale residents and businesses say about our financial services
James R.
Investor, Scottsdale
Medmark provided exceptional financial guidance when we needed it most. Their expertise and attention to detail made all the difference in our investment strategy!
Sarah M.
Business Owner, Scottsdale
Our business has benefited tremendously from Medmark's financial services. They understand market dynamics and deliver strategic insights every time.
Michael T.
Local Resident, Phoenix
I've used Medmark for multiple financial needs over the years. Their team is reliable, knowledgeable, and truly cares about client success.
Our Financial Team
Meet the experts behind Medmark
Mark Johnson
Founder & Lead Financial Advisor20+ years experience serving the Scottsdale community with financial expertise and dedication
Maria Rodriguez
Senior Financial AnalystSpecializes in investment strategies with deep knowledge of market trends and financial regulations
Tom Wilson
Wealth Management DirectorEnsures all financial strategies meet our high standards for performance and client satisfaction
Lisa Chen
Client Relations ManagerYour point of contact for financial planning and investment coordination
Financial FAQs
Common questions about our financial services
What types of investments do you manage?
We manage diverse investment portfolios including stocks, bonds, mutual funds, and alternative investments tailored to your risk tolerance and goals.
What are your management fees?
Our fee structure is transparent and based on assets under management. We provide detailed fee schedules during our initial consultation.
Are my investments insured?
While investments themselves aren't FDIC insured, we work with SIPC-protected brokerages and employ risk management strategies to protect your assets.
What areas do you serve?
We primarily serve Scottsdale, AZ and surrounding communities including Phoenix, Tempe, and Paradise Valley.
How often will we review my portfolio?
We conduct quarterly performance reviews and annual comprehensive strategy sessions, with additional meetings as market conditions warrant.