Parfet & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Parfet & Associates
Team photo for Parfet & Associates

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Advisors

Advisor photo for Mark E Parfet

Mark E Parfet

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark E Parfet's website


Team

Jason Schuler, CFP®

Jason Schuler, CFP®

Paraplanner

Kyle Vizzolini

Kyle Vizzolini

Client Service Manager