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“The most important quality for an investor is temperament, not intellect.”
- Warren Buffett, CEO of Berkshire Hathaway

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“Time in the market beats timing the market.” - Ken Fisher, Founder of Fisher Investments

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“We live in an unpredictable world these days. Thus, there are many legitimate reasons to prepare yourself for those unannounced curveballs.” - DBS, Singapore

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We work with you to address your Insurance & Financial priorities

Makk Financial Services is an independent financial services firm dedicated to assisting people in making informed financial and insurance decisions. This is accomplished by providing personalized, need based analysis while providing the highest level of service to each client. To help our diverse clients achieve their long-term goals, we provide a variety of investment and insurance options.
An important part of financial analysis is recognizing that everyone’s economic and life situation is unique. When it comes to matching clients with the right financial products and services, we believe that personalized service is essential.
We strive to provide financial analysis tailored to each of our client’s specific requirements. Makk Financial Services is an independent firm with no financial products to sell, so clients receive unbiased advice. After listening to and evaluating our clients’ needs and goals, we make recommendations based on what is most appropriate for them.

Murali Makkikana

Insurance and Investment Advisor

+1 (780) 905-8788

Call to ask any question

©2023 Makk Financial Services. All Rights Reserved.