Parfet & Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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®

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