Mark A Kovler, J.D., C.T.P., is president of the firm, Specialty Financial Advisors. He helps retirees, families, college bound students, high net-worth individuals, and business owners achieve their retirement and financial goals. Having worked with retirement investors for many years, he knows first hand the difference that personal guidance, based on many years of education and training, can make for your financial future.

An experienced financial professional, Mark focuses on helping his clients build, protect, and preserve their wealth, all while keeping their tax liability to the lowest possible under the law. Retirement is a moving target, so investors need dynamic strategies that are tailored to their specific evolving financial needs and concerns. Advocating for his clients, Mark understands the goals, challenges and risks which his clients face and shows them how to avoid financial sink holes. Every client relationship starts with a careful and thorough analysis of financial situation, client objectives (both long and short) and other relevant variables in his clients’ affairs. Armed with a full understanding of his clients’ situation, Mark then crafts an individualized plan for wealth accumulation, estate planning, college planning and retirement goals.

Mark has a Juris Doctor degree and is a Certified Tax Professional. He is a federally licensed tax practitioner, has state licenses in insurance and has a Federal Series 65 securities license. He looks forward to helping you achieve financial security and peace of mind.

More About Me:

  • Doctor of Law (JD) – Touro Law School
  • Masters of Taxation – Pace University
  • Bachelors of Business Administration – New York University
  • Certified Tax Professional
  • Admitted to Practice Law – Pennsylvania
  • NYS Certified Emergency Medical Technician

Services Include:

  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Investment Advisory
  • Wealth Management
  • Financial Auditing & More

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained therein constitutes a solicitation, recommendation, endorsement, or offer by Specialty Financial Advisors or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Specialty Financial Advisors is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content.

1 Review for Mark Kovler

HelpVet

1078 Reviews

I highly recommend Specialty Financial Advisors and Mr. Kovler.

5/ 5

I highly recommend Specialty Financial Advisors and Mr. Kovler. I’ve known Mr. Kovler for many years and based on my personal experience, I recommend Mr. Kovler and his company for the high quality of their work and Mr. Kovler’s advice, honesty and integrity. ~ Edward Montoya ~

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Additional Details

  • Do You Offer Military Discounts:Yes