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.

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.

 

Conscientious of tax implications of moving investments

-J.R. CPA, CFE

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

 

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