Testimonials
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22 Jun 2023
Client Testimonials
" Mark Wagner has continually met our demands and has exceeded our expectations. I would highly recommend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice. "
- Robert B.
" We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in satisficing the death claim settlement and making sure that my mom had an income stream for the rest of her life. "
- Mr. Burfield
" I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients. "
- E.B. Attorney at Law
" Conscientious of tax implications of moving investments "
- J.R. CPA, CFE
" My mother was concerned that my brother, who was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind. "
- S.B.
I’ve personally witnessed Mark change clients paradigm and outlook on the full spectrum of retirement, income savings, and estate planning. Clients meet with Mark and feel rest assured their money is maximized for their families, with comfort knowing that their families will be well taken care of even after they’re gone. It is amazing to experience it first hand, and gives me a deeper understanding of topics like insurance or 401ks that make me feel more prepared and in control of my own finances. I definitely recommend hearing what Mark has to say! I believe it will open your eyes about things most people aren’t sure of, especially about how to keep yourself safe and educated when dealing with insurance!