Given that NONE of the "financial advisors" in this office are Certified Financial Planners, I then…read moredecided to take my $45M in newly inherited assets to a firm with actual Certified Financial Planners on staff. I called this morning and discovered that Park View Financial Advisors employ people who have been in the "financial [planning arena] for 9 years", yet who are NOT certified to provide financial advice and planning. This would have been shocking to hear if it were not so blatantly unprofessional to actually admit over the phone. NEVER NEVER allow anyone not certified as a financial planner have access or be allowed to control or manage your assets. However, do give Park View Financial Advisors a wide berth while holding on tightly to your money.

From the owner: Park View Financial Advisors specialize in helping individuals develop sound retirement strategies…read more If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We came to Mark when our daughter was mid-way through her senior year and had already done all her…read moreapplications. Even still, he was able to help us so much. We had filled out our FAFSA incorrectly and qualified for no aide other than unsubsidized loans. After Mark and his staff corrected our FAFSA, we qualified for thousands of dollars of grant money for our daughter, as well as our son, who was already in college. After paying full price for him last year it was thrilling to get no bill from his school and only a very small, manageable bill for our daughter! Our third son is a junior in high school, and he will start meeting with Mark this year!! We highly recommend College Funding Advisors!!

From the owner: We're the company smart parents call when they want to lower their out of pocket costs for college…read more We also eliminate the parent's administrative nightmare, show students how to successfully navigate the college admissions process, match them to the right schools, and open the door for scholarships and tuition discounts.