Markel Financial Services - Sugar Hill, Georgia

Okay, here’s a comprehensive overview of Markel Financial Services, presented in a formal and approachable style, suitable for someone seeking financial guidance:

Markel Financial Services: A Trusted Partner for Comprehensive Financial Planning

Markel Financial Services is a dedicated financial advisory firm committed to providing personalized and expert guidance to individuals and families. Located at 1400 Buford Hwy NE g2, Sugar Hill, GA 30518, and reachable at Phone: 6788047772, the firm offers a holistic approach to financial well-being, encompassing investments, retirement planning, insurance, and healthcare benefits. Their website, Website: markelfinancialservices.com, serves as a valuable resource for prospective clients.

Specializations and Services

While specific areas of specialization aren’t explicitly listed, Markel Financial Services demonstrates a robust understanding of various financial needs. They appear to excel at assisting individuals through significant life transitions, including self-employment, retirement planning, and navigating complex healthcare programs like Medicare. It’s evident that they frequently work with families, offering support and advice across multiple generations. The firm's strength seems to reside in tailored solutions, addressing unique circumstances and goals.

Accessibility and Client Experience

Markel Financial Services prioritizes accessibility and creating a comfortable environment for all clients. The office is designed to be wheelchair accessible, featuring a ramp, accessible parking, and restroom facilities. They also offer wheelchair accessible seating and a gender-neutral restroom. Appointments are required, and while strongly recommended, flexible scheduling options are available, including online appointments. The firm’s commitment to inclusivity extends to being LGBTQ+ friendly and providing a transgender safe space.

Client Feedback and Reputation

Based on publicly available information, Markel Financial Services enjoys exceptionally positive client feedback. The company currently holds 5 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the firm's deep knowledge, attentive service, and the valuable support they provide to clients facing diverse financial challenges. It’s clear that clients appreciate the personalized approach and the expertise of the team.

Key Details to Consider

| Feature | Detail |
|--------------------|----------------------------|
| Location | 1400 Buford Hwy NE g2, Sugar Hill, GA 30518 |
| Phone | 678-804-7772 |
| Website | markelfinancialservices.com |
| Accessibility | Wheelchair Accessible |
| Appointment | Required, Recommended |

Concluding Recommendation

For individuals and families seeking a trustworthy and knowledgeable financial partner, Markel Financial Services presents a compelling option. Their commitment to accessibility, combined with the overwhelmingly positive feedback received, suggests a firm that genuinely prioritizes client satisfaction. We strongly encourage anyone considering a financial advisor to explore their services further through the website: markelfinancialservices.com. Contacting them directly via phone or scheduling an online appointment is a proactive step toward securing a brighter financial future.

👍 Reviews of Markel Financial Services

Paul C.

5/5

I’ve worked with Steve Markel and his team for several years, and I can’t recommend them highly enough. Their extensive knowledge and expertise are impressive. Steve has provided me with invaluable financial and investment advice as a self-employed individual, and he’s also helped with my health and dental care. Additionally, he has guided my retired in-laws and parents through the complexities of Medicare. I truly appreciate all their support and assistance!

Terri K.

5/5

Steve work is outstanding! Steve has done my health insurance for years and always finds me something better than what I have had currently! Explains everything to me and my benefits. Keep up the outstanding work

Colin L.

5/5

I have worked with Steve Markel and his team over a number of years. I have always appreciated his team’s services and have always been amazed at how knowledgeable they are. Thank you Markel Group for all your help over the year.

Colin Lentz, DDS - Lanier Valley Dentistry

crystal J.

5/5

Im always so confused when it comes to Open enrollment season and Steven was able to guide me with finding an insurance plan that best suited me. He was professional, very informative and patient as I asked many questions lol. Made this experience for me go very smoothly. Thanks Steven!

David L.

5/5

Steve Markel is outstanding. He really knows his job - protecting your income and lifestyle with intelligent financial advice and investing strategies.