We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Stay current with recent tax changes, news, and financial tips. We provide a newsletter monthly here on our site and via email so you can stay in touch with changing regulation throughout the year.
Our calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.
*Investment advisory services offered through 1st Global Advisors, Inc.
*Securities offered through 1st Global Capital Corp., Member FINRA / SIPC
*Insurance services offered through 1st Global Insurance Services, Inc.
*Mark R. Exler, CPA, PFS is licensed to offer securities in the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, New York, Ohio, Pennsylvania, Virginia and Washington
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