About Us
Mardis Financial Services
Our specialized services include individual and group life insurance, individual and group disability, CD replacement services, insurance-based retirement plans, and tax-deferred and tax-free growth strategies.
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Mardis Financial Services, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.
SHANE MARDIS
My name is Shane Mardis, company founder and owner. Mardis Financial became a reality in 2005. We focus on providing fixed financial solutions and safe money management. I firmly believe safe money management is an essential component of everyone’s portfolio in today’s uncertain market environment.
With over 20 years of experience in the financial industry, I have a track record of exemplary service. I pride myself on being accessible and available when my clients need me.
For convenience, all my appointments are conducted at clients’ homes or local businesses. I also offer phone and virtual meetings via Zoom.