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Mark Wagner has continually met our demands and has exceeded our expectations. I would highly recomend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice
-Robert B. |
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My mother was concerned that my brother, who was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind.
-S.B. |
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Conscientious of tax implications of moving investments
-J.R. CPA, CFE |
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I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients.
-E.B. Attorney at Law |
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We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in staisfying the death claim settlement and making sure that my mom had an icome stream for the rest of her life.
-Mr. Burfield |
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