I have worked with Mark Dorfman for 20+ years.  He has guided me during the loss of my husband as well as the several years since his death.  His careful planning of my investments has taken into consideration my needs, my stage of life as well as economic ups and downs.  I highly recommend Mark as a personal financial manager.									

										I have been working with Mark for approximately 15 years.  He has helped me tremendously with some of the more mundane aspect of financial health, but also with some much larger issues that I have encountered.  From things to helping find great and cost effective insurance coverage, mortgage financing, planning annually for taxes, retirement and rebalancing the portfolio (and looking at it wholly not just the money he manages), has helped to significantly improve my financial well being, peace of mind, and prepare for a comfortable retirement.  Highly recommend!									

										Money is an emotional issue, whether you're  rich or poor or someplace in between.  I am well into my second decade of working with Mark, and continue learning from him about the market and managing my own financial life.  His advice over the years has been not solely about the portfolio, but also about such diverse and specific issues as insurance, real estate, and any life choices that involve money.   He is always on target and non-judgmental.  The quarterly meetings are easy, fun, and informative.									

										Mark has been my financial advisor for over 20 years.  During that time my portfolio has continued to grow impressively.  He listens and is responsive to my inquiries.  He has always focused on achieving financial goals to fit my life style.  He is completely apolitical in his selection of the financial instruments to meet my needs. Before he makes changes to my portfolio he takes the time to explain the financial instrument and the reasoning behind its selection.  Most importantly he always asks for my permission to make the changes.  He maintains a good rapport with my accountant by sending, with my permission, information that helps in the preparation of my federal and state tax filings.									

										I've been working with Mark for over 25 years and from the beginning he helped me establish financial life goals.  Goals that we achieved and exceeded thanks to his thoughtful management of my assets. And it wasn't just the investment portfolio, he has assisted with so many other aspects of life including life, health and property insurance, purchase and renovation of homes, and thoughtful analysis of spending patterns. He will truly assist you in a manner that will not only help you achieve your goals, but put your mind at ease.									

										As soon as I met Mark, I knew I wanted to work with him and have him as my advisor as well as be a close friend… Mark understood my spending habits and has kept my money tree growing.  I trust him and SOA explicitly and have been very happy with the results over these last few years…I would highly recommend working with Mark!									

										In this day and age with so much uncertainty in the financial markets, I’m very comfortable knowing that Mark is looking after my best interests. He has been my financial person for at least 25 years.									

										And what a relief. 

I’ve worked with Mark for about 10 years. Friends made the introduction.

In 1987, I purchased a modest, well situated NYC apartment. Twenty years later, I sold and moved to the country. Never having had money to invest, I found myself holding a fair amount of cash, with no clue what to do with it. 

Now, and for each of the past several years, my savings make healthy, yearly gains with Mark, entrusted manager of my financial well-being!

(And yes, he’s smart, worldly, funny and fun.)									

										Mark has been our financial advisor since 2012.  What appealed to us about Mark, besides his calm and intelligent demeanor, is the individual attention he provided.  We started working with Mark well in advance of my retirement.  He provided clear, solid guidance so that I could move onto the next stage of my life with financial confidence while maintaining our standard of living.   Mark responds to our questions and our quarterly meetings are both productive and friendly.  We can always depend on Mark for good advisement especially during turbulent times.									

										I have enjoyed working with Mark for over 30 years.  He has always been responsive, insightful and knowledgeable.  Even when Mark is out of the office for personal reasons, like vacations or family events, he is quick to respond and to assist.   Mark is friendly, has a great sense of humor and is a committed family man.  I recommend him without reservation.									

										Mark has been our financial advisor for over 20 years, eventually guiding us into a comfortable retirement! We are so appreciative of the care he gives our portfolio, and that he always responds when we have specific needs or are freaking out about the market. He is friendly, fun, and attentive. We couldn't manage without him.									

										We worked with mark and co more than 20 years. Attention to detail is consistently impressive. Work is of the highest quality. Mark always delivers outstanding results. And his dedication to excellence is greatly appreciated.									

										My wife and I engaged Mark Dorfman's services together about a decade ago. In the time since, we've gotten excellent rates of return, but more importantly, a sound foundation for our future needs—things far beyond specific funds and investments. Through changes in geography, career, and life, he's provided not just great year-over-year gains, but also valuable advice. Moreover, he tailored his approach to fit our needs in a custom way. At this point, Mark is a trusted advisor on a wide range of matters for us. I highly and enthusiastically recommend him.									

										I have worked with Mark and co for nearly twenty years and I have been extremely pleased. He takes the time to understand your goals—not just the numbers—and create a strategy that feels tailored and empowering. He's incredibly responsive, patient with questions, and clear in explanations. Best of all, I am very, VERY satisfied with the returns. I have recommended Mark strongly to friends and family, many of whom have taken me up on my suggestion, and are glad they did. 

Whether it's investment planning, retirement strategies, or just sorting out day-to-day decisions, he brings expertise and empathy to the table.

I highly recommend Mark to anyone who values trustworthy advice with a human touch.