Mark Kirby

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance solutions

About

Mark Kirby is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. He specializes in holistic financial planning, investment strategies, and insurance solutions tailored to meet the unique goals and values of his clients. Mark employs a thorough discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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