Mark P McCormack, CFP, CLU

Mark P McCormack, CFP, CLU

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Managing Partner and Financial Planner at Archstone Financial We live in a fast-paced, constantly changing world. The choice is yours.

One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve the things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service. Whether you're looking for investment strategies, retirement income, funding for your child's education, or es

Photos from Mark P McCormack, CFP, CLU's post 08/07/2026

Some of our Archstone team enjoyed a fantastic week in Salt Lake City attending the Cetera Connect2Peers conference. Grateful for the learning, the connections, and the beautiful views along the way.

08/06/2026

Archstone backpacks spotted at the airport in Salt Lake City earlier this week as our advisors and staff headed to the annual Cetera Connect2Peers conference. Always ready for growth, connection, and a little adventure.

08/05/2026

You wouldn't plan a vacation by picking a date and hoping everything works out. You need to know where you want to go, what it may cost, what could change along the way, and how to adjust if your plans do not go exactly as expected.

Planning for retirement is similar. The more thoughtfully you prepare, the easier it may be to enjoy the next chapter with greater intentionality and confidence.

Watch this short video for a simple reminder about why preparation is key to retirement planning: https://archstonefinancial.net/resource-center/retirement/preparation-is-the-key-to-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

08/05/2026

Archstone Adventures continue at Rutland State Park, in Rutland, MA, celebrating family, sunshine, and the little moments that make summer unforgettable.

July 2026 Monthly Recap 08/04/2026

This Monthly Recap summarizes market performance, major events and news from July 2026. Read more here:

July 2026 Monthly Recap Broad market stocks finished a volatile month little changed with the S&P 500 capping its first winning week of the month, ending July just 0.06% in the red.…

08/03/2026

Back-to-school season is a good reminder that learning does not only happen in the classroom.

Everyday moments, like saving for something, comparing prices, talking about needs and wants, can help kids build financial habits that stick.

This article shares practical ways to start financial conversations and teach healthy financial habits early: https://archstonefinancial.net/resource-center/lifestyle/teaching-kids-about-money-early-financial-habits-that-stick?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

The Week Ahead | Cetera 08/03/2026

A stronger-than-expected jobs report could give the Fed additional confidence to keep rates higher for longer. Join CIO Gene Goldman on this week's episode of as he breaks down the July payroll outlook, the labor market signals pointing to a potential rebound, and what investors should watch as markets navigate inflation and interest rate uncertainty.

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

07/29/2026

Poolside vibes with an Archstone tumbler soaking up the sun.
Summer looks good from here.

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