NobleMark Financial

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NobleMark Financial Our priority is helping you take care of yourself and your family. Our first priority is helping you take care of yourself and your family. finra.org
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NobleMark Financial wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Jason Baird & Maria Bongiovanni are Investment Advisor Representatives at NobleMark Financial Strategies, based in Utica, MI. They thrive on educating and helping their clients plan and achieve their financial goals through many aspects of retirement planning, education planning, investment diversification, asset protection, tax issues today and in the future, debt solutions & estate planning. Financial planning is more than just investments and Jason and Maria strive to provide a well-rounded and integrated financial solution to their clients that make them feel comfortable and is presented in a way that is easily understandable to all clients. About Jason Baird:
Jason began in the financial services industry in 2008. He resides in Washington Township and has a cherished family of his own. He has been married to his wife, Katie, since 1999 and together they have two sons, Nathan and Alex. Jason spends a lot of his free time participating and/or attending the boys extra curricular activities. Jason also enjoys spending time at the family cottage, regularly exercising and likes to play softball, basketball and golf when time permits. Jason can be reached at 586-604-2284 or [email protected]. About Maria Bongiovanni:
Maria began in the financial services industry in 2006. When she is not working on helping families reach their financial goals, she is very focused on her own family. She is married to Joe and is the mother to Isabella, Joey & Dominic. They keep her very busy with their extracurricular activities and she chooses to be very active with their school, serving as the acting Parent Teacher Committee President. Maria also enjoys charitable work and is currently the treasurer for the Guiding Star Foundation. Their mission is to provide uninsured or underinsured disabled individuals the opportunity to maximize their function, independence and not allow their disability to define their lives. Maria can be reached at 586-219-2595 or [email protected]. Please visit our website for additional disclosures https://www.noblemarkfinancial.com/.

⏰ONE WEEK LEFT TO ENTER!There’s still time for your child to enter the NobleMark Financial Holiday Card Drawing Contest!...
10/22/2026

⏰ONE WEEK LEFT TO ENTER!

There’s still time for your child to enter the NobleMark Financial Holiday Card Drawing Contest! Their artwork will be featured on our official 2026 holiday card, and the winning artist will receive a $25 gift card!

🖍️ How to Enter:
1. Visit our website (link in bio)
2. Print the contest PDF
3. Create a holiday-themed drawing
4. Scan or photograph the artwork
5. Submit your entry by October 29th

🏆 Voting & Winner Announcement:
Once entries are submitted, we’ll share the drawings on our social media along with a link where everyone can vote for their favorite! Families are encouraged to share our post with friends and family to help cheer on their young artists.

The winner will be announced on November 9th.

We can’t wait to see the holiday spirit, creativity, and imagination your little artists bring to the contest!

10/19/2026

Who will manage your estate when you’re gone? Choosing the right executor of your will is one of the most important decisions in estate planning.

Creating a will is just the first step. Your executor is the person legally responsible for carrying out your wishes, managing estate assets, paying outstanding debts and taxes, and distributing your assets to your beneficiaries.

So, what should you look for when choosing an executor?

✔️ Someone you trust to handle important financial decisions
✔️ Someone organized and responsible
✔️ A strong communicator who can work with family members
✔️ Someone who understands and accepts the responsibility
✔️ Ideally, someone who lives nearby to help manage estate matters

It’s also a good idea to name a backup executor in case your first choice is unable or unwilling to serve.

Estate planning is about more than deciding who inherits your assets. It’s also about making the process easier for your loved ones during an already difficult time.

At Noblemark Financial, we’re here to help you think through the financial decisions that matter for your family’s future. Give us a call at (586) 737-7496 📲

Read the full article here: https://www.noblemarkfinancial.com/and-the-executor-is

Saving for retirement isn’t just about how much you contribute. It’s also about how much time your money has to potentia...
10/19/2026

Saving for retirement isn’t just about how much you contribute. It’s also about how much time your money has to potentially grow.

Compounding happens when your investment earnings generate earnings of their own. Starting early gives that process more time to work, even when your initial contributions are small.

Explore the power of starting early in our latest article, linked in our bio.

📞 Ready to build a retirement savings plan around your goals? Give us a call at (586) 737-7496. We’re here to help you take the next step.

Read full article here: https://www.noblemarkfinancial.com/saving-early-letting-time-work-for-you

Saving for your child’s future could start with a $1,000 or $250 contribution to an investment account.Here’s what paren...
10/19/2026

Saving for your child’s future could start with a $1,000 or $250 contribution to an investment account.

Here’s what parents should know:

-$1,000 federal contribution: Available for eligible U.S. citizen children born January 1, 2025–December 31, 2028, with a valid Social Security number.
-$250 privately funded contribution: Provided for eligible children born in 2016–2024 in qualifying ZIP codes. Check your ZIP code and your child’s account to confirm whether they received it.

Children may qualify for an account even without either contribution, and families can contribute subject to annual limits.

Starting early gives investments more time to potentially grow and compound. Understanding the tax and withdrawal rules, and how these accounts compare with options like 529 education plans, can help you plan for your child’s future.

Give us a call at (586) 737-7496 to discuss how saving for your child fits into your family’s financial plan.

Save this post and share it with another parent.

Investment returns are not guaranteed.

Learn more about the accounts and $1,000 federal contribution:

https://trumpaccounts.gov/

Check ZIP code eligibility for the separate $250 contribution:
https://investamerica.org/check-dell-250-eligibility/

Having life insurance through work is a valuable benefit, but do you know how much protection it provides?The amount of ...
10/07/2026

Having life insurance through work is a valuable benefit, but do you know how much protection it provides?

The amount of coverage, your family’s expenses, and what happens if you leave your job all matter when deciding whether it’s enough.

Our friends at Michigan Financial Companies share five questions to help you take a closer look. Swipe through, then take a few minutes to review your benefits and beneficiaries.

Have questions about how your workplace coverage fits into your financial plan? Connect with us at (586) 737-7496

Read the full article here: https://michiganfinancial.com/blog/is-your-employer-life-insurance-policy-enough-5-questions-to-ask

A new driver in the family is exciting. The auto insurance bill? Maybe less so. 🚗Before your teen gets behind the wheel,...
09/23/2026

A new driver in the family is exciting. The auto insurance bill? Maybe less so. 🚗

Before your teen gets behind the wheel, it’s worth reviewing your coverage, comparing policy options, and asking which discounts may be available. The right choice depends on your family, your vehicle, and how your teen will use it.

We cover what parents should consider in this article. Read it at the link in bio, or call us to talk through your options.

📞 (586) 737-7496

09/19/2026

Retirement planning is about more than choosing when to stop working. Social Security, long-term care costs, healthcare expenses and how long your money may need to last can all shape your retirement strategy.

Our latest article breaks down 9 retirement facts worth knowing and why they matter when planning for your financial future.

Read the full article through the link in our bio.

📲 Want to discuss your retirement plan and what these numbers could mean for you? Call us today at (586) 737-7496 to schedule a free consultation.

Does inflation feel higher than the number you keep hearing? There may be a reason.There isn’t just one way to measure i...
09/12/2026

Does inflation feel higher than the number you keep hearing? There may be a reason.

There isn’t just one way to measure inflation, and the number making headlines may not reflect the costs affecting your household most.

Our latest article breaks down the different inflation measures and why your personal experience could look very different.

Read the full article through the link in our bio and like this post if rising costs have felt higher than the headlines suggest.

📲 Want to discuss how inflation fits into your financial picture? Call us today at (586) 737-7496 to schedule a free consultation.

Most people plan for Medicare premiums and prescription drug coverage in retirement, but some healthcare costs are much ...
09/09/2026

Most people plan for Medicare premiums and prescription drug coverage in retirement, but some healthcare costs are much easier to overlook 💙

-Medications that aren’t covered by your prescription drug plan
-The cost and difficulty of accessing care when living remotely
-Concierge medicine membership fees for more personalized access to a physician

Healthcare costs can have a major impact on your retirement savings and income. Planning ahead starts with asking the right “what if” questions.

Visit the link in our bio to read the full article and learn how we can help you prepare for the expected and unexpected parts of retirement.

📲 Call us today for a free consultation (586) 737-7496

Extension filers… consider this your friendly reminder that the deadline is creeping up. 👀⏰If your taxes have been livin...
09/02/2026

Extension filers… consider this your friendly reminder that the deadline is creeping up. 👀⏰

If your taxes have been living on your “I’ll deal with that later” list, now is the time to start gathering those documents and reaching out.

Don’t wait for the last-minute scramble. Get it handled, cross it off your list, and enjoy the peace of mind. 🙌

📞 Give us a call at 586-737-7496 and let’s get you taken care of!

Address

64845 Van Dyke Avenue, Suite 3
Utica, MI
48095

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15867377496

Website

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