Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC - Waltham, Massachusetts

Michele N.

Tony has been my financial advisor for over 30 years. I remember on my first visit to see him I felt like I
wouldn't be a candidate as I didn't have much to invest. However, he created a plan for my current financial situation. That decision to start investing at a young age was the best one I ever made! Tony is extremely knowledgeable, trustworthy and friendly. He is able to discuss complex financial strategies in easy to understand explanations. Tony makes you feel as though you are his only client. He meets twice a year either in person, video call or by phone. Yet he is also always readily available in between meetings. Tony will review your current portfolio and make suggestions as needed with you being the final decision maker. He has assisted us with purchasing a home, college tuition and now planning for retirement. I highly recommend Tony as a financial advisor. The only regret you will have is that you didn't start working with Tony earlier.

Todd D.

My wife and I have been working with Tony as our financial advisor for more than 15 years. During this time, we have grown as a family. Tony has been there along the way offering strong financial guidance on matters from expanding our home and refinancing mortgages to ensuring we have a well-balanced and comprehensive savings plan for college and retirement.

Tony is a pleasure to work with. He is a really good person and is very personable. He has taken the time to get to know us and our family in order to provide a well-structured but personalized approach to meet our financial goals and needs. Tony is always available, quick to respond, and is prepared for our financial reviews. He offers comprehensive strategies with clear explanations and is diligent on our follow-up actions to ensure we take the necessary steps. One thing we very much appreciate about Tony is that he always offers very practical advice, especially when dealing with changes in our family status or the ups and downs in the financial markets. He will take the time to explain recommendations and help make adjustments or complete a quick analysis to keep us on-track with our plan. We are now about to send our oldest child off to college and we couldn’t be happier with the status of our college savings plans!

We consider Tony a personal friend and cannot thank him enough for his guidance and support over the years. We highly recommend Tony as a financial advisor!

Todd and Jen

Jay D.

I have been using Tony's Services for over 25 years. So has my Company and my Father.
Tony makes himself available to his clients at all times. He is keeps his client base up to date on Market Trends and will personally contact you if he thinks a change needs to be made in your portfolio and explain why he thinks it needs to be done.

He has years of experience, easy to work with and is some one you can trust completely handling your money.
Whenever I hear someone grumbling about their own Financial Planner I always feel comfortable referring them to Tony. I know he will take care of them. Jay Dooley

Claire C.

My husband and I have been working with Tony for the last few years. We have been incredibly impressed by his services and his authenticity. He has taken the time to get to know us and our goals for our family. He provides us with a clear overview of our finances and how we are progressing toward the goals we outlined.

Finances and long term financial planning always felt overwhelming to me prior to meeting Tony. Now I feel like I have a strong sense of where we are in meeting our financial goals and what steps we need to take to get there.

Tony meets with us twice a year (or more often if we request) in order to ensure we are staying on track and that we are revising any of the decisions we have made if necessary. He sends clear and concise next steps following our meetings and uses his expert knowledge to guide us on any questions we have.

We are grateful to Tony now, but know we will be even more grateful later when we have retired and can enjoy the benefits of the decisions that we've made with his guidance.

Keith E.

Tony has been our financial advisor for 6 years now, since I retired. He has always been very professional, and given us great advice. This has been especially challenging because my wife is quite a bit younger than I am, and Tony has had to manipulate our portfolio to meet both of our long-term financial needs. We meet with Tony twice a year to review our financial portfolio, during which he makes suggestions on changes and recommendations on things we should be considering.
We have never had any issues contacting Tony with any questions we might have, and can always expect a prompt, thorough answer.
We consider ourselves lucky to have Tony as our financial advisor, and we highly recommend him.

Helen V.

Tony is a fabulous financial advisor and I highly recommend him. My husband and I have worked with Tony for over 20 years and he's guided us to achieving our retirement and college goals. Tony is responsive and takes the time to explain his recommendations while leaving the final choice to us. He as a vast array of quality investment options at his fingertips and takes the time to educate and review the performance of current and recommended investments. As our needs have changed over time Tony has proactively made recommendations to adapt our portfolio to our evolving needs. Thank you Tony!!!

Erin B.

I have been working with Tony for over 20 years. He is a wonderful money manager and has helped me so much as my life and career have changed over time. Whether it is pivoting for personal or financial reasons, he always helps me and walks me through the process, ensuring that I understand. His financial results have been incredibly positive. I feel much more comfortable hitting my retirement age with enough assets to ensure I relax and feel enjoy the down time. I am thankful for Tony’s guidance and his friendship

Rob S.

My wife and I have worked with Tony for over 15 years and he is the only financial advisor we have ever used. Prior to meeting Tony, I used to think I could handle investing and retirement planning on my own. I am so glad that we found Tony to help. His knowledge and advice has been extremely valuable in helping us define and reach our retirement goals. We meet with Tony at least twice per year and he is always available via phone or email to answer questions. We highly recommend contacting Tony to help with your financial decisions.