“The Team at McCooeye Wealth Management consistently provides sound financial planning for my personal finances. By providing both traditional as well as unique solutions not always available through other firms, a customized solution is developed that aligns with my financial goals and risk tolerance. From initial account set-up to ongoing account management, my family and I are very happy with Mark and Team.”

Chris

Professional Accountant

“We have been clients of Mark and his team’s financial advising and portfolio management services for years now. We have been extremely happy with the level of professionalism, integrity, responsiveness, advice and outcomes we have received. All of this in a relaxed, friendly atmosphere. their portfolio management expertise has allowed me to comfortably move from full time work to retirement.” 

I have no hesitation in highly recommending Marks services.”

George

Retired Doctor

“Mark McCooeye and the Team at McCooeye Wealth Management have demonstrated great expertise in providing in-depth, comprehensive, and active financial planning for my small business.”

Michael

President, Taplen Commercial Construction

“Mark McCooeye and the Team at McCooeye Wealth Management have made financial planning easy and stress free. They have helped me increase my net worth while educating me in the process to keep me feeling confident and secure with their work. I would recommend them to all my friends as the service is amazing.”

Chris

Professional Bodybuilder

“Years ago I read in a Let’s Go travel guide that money can be a hassle even when you have it. Connecting with Mark McCooeye and his great team has been a major step in simplifying and organizing my financial life. Mark brings a wealth (no pun intended) of knowledge and experience to the table and has always focused on what’s important to me and my family. With plenty of energy and initiative, Mark has helped my wife and I get our financial house in order and has brought us peace of mind regarding this important part of our lives.”

Mike

Doctor

“Mark and his team, consisting of Melissa, Greg and Michael have provided my wife and I with excellent financial planning service over the five years we’ve been with them.  They respond almost instantly whenever we send them queries.  In meetings Mark explains things in simple terms when answering our questions so that we understand what exactly is happening with our investments and financial plan.   I feel that we are in very good hands with the McCooeye Team.” 

Don

Retired

“It is really refreshing to work with a financial adviser who is truly interested in what I need and understands the goals I have for securing my family's financial future.  Mark makes sure to quickly get an answer to all my questions - however trivial they might be. 

As a business owner and professional Optometrist, having the support from Mark and his team to manage my affairs, gives me the peace of mind I need to focus my energies on growing my business and running after my kids. 

I gladly recommend Mark and his services.

Corina

Doctor