The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
As a financial advisor since 2013, Mark McGarry helps individuals, families, and small business owners by providing sound financial advice necessary to meet their goals.
Mark works with members to draw a roadmap that will help meet their specific needs for different stages of life, including wealth accumulation while working, retirement income planning, college funding, and insurance protection strategies. He believes in having a consultative relationship with clients, giving him a better understanding of where they are now and where they want to be in the future. Mark takes an active role in helping clients navigate an array of financial products and services and periodically checks in to make sure everything is on track.
Mark lives in Anchorage, Alaska. He was born and raised on the Kenai Peninsula where he continues to spend a lot of his free time enjoying an outdoor lifestyle.
View the background of Mark McGarry on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-4026970.1-1221-0124 Exp 1/23/2024
Readers also liked...
Knowledge is power
Equip yourself to make smart financial decisions in every stage of life—subscribe for financial know-how and more.