Our Team
Mark Gatti, EA, CFP®
Tax Specialist; Series 6, 7, and 63
As an enrolled agent with the IRS and CERTIFIED FINANCIAL PLANNER™, Mark is Topsfield Financial Group’s in-house tax expert. With over 30 years of experience in both the tax and financial planning worlds, Mark’s knowledge is an invaluable resource. Having him on hand means that each of our clients’ financial strategies has taken the applicable tax implications into consideration. But like everyone else at Topsfield Financial Group, Mark’s focus isn’t numbers but the people behind them. A teacher at heart (and former special needs teacher), Mark loves to answer questions and help people better understand their tax and financial situation. He and his wife enjoy spending time with their family, church community, and traveling.
How Can We Help?
Every day we take the complexity out of financial planning for our clients. We can make it simple for you too, so don’t hesitate to contact us directly if you need someone to look over things with you.
7 Grove Street, Suite 301
Topsfield, MA 01983
P: 978-887-6778
F: 978-887-9507
Advisory services offered through Novem Group, SEC-Registered Investment Advisers. Securities offered through Osaic, Member FINRA, SIPC. Topsfield Financial Group, Novem Group, and Osaic are unaffiliated entities. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Topsfield Financial Group, Novem Group, or Osaic and have not been reviewed for completeness or accuracy. Information has been obtained from sources believed to be reliable and are subject to change without notification. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results.