About Mark

Get to know Mark Sortman

licensed insurance professional

Mark Sortman

Mark Sortman is a licensed insurance professional with a passion for helping people protect their retirement money. Mark communicates with clients in a straightforward, easy-to-understand way to help them better understand the process. He has a B.S. in Business Management from the State University of New York at Plattsburgh, and worked as a Top Salesman in the Medical device industry for 20 years before deciding to join the Grady Group family. He’s driven, straightforward, thoughtful, and focused on customer satisfaction. When not helping clients, Mark loves snowboarding, sailing, or simply going on walks or spending time with his family. He’s been married 20 years and counting, and has four kids (and a dog named Ziggy).

Thanks for considering us. We look forward to working with you.
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about giving back

Giving Back

We understand that not everyone out there is as fortunate as we are. For this reason, we believe in the importance of giving back to our community however we can. We do this by coupling with charities here in New England to hold charity events and fundraisers. If you’d like to learn more about the events we hold, contact us. Or, if there’s a New England-based charity you believe is in need of our support, you could contact us about that, too.

After assisting his parents plow through a myriad of retirement opportunities, he was drawn to the retirement planning arena. Brendan believes that all seniors deserve to have an advocate. Treating each client with the same respect and care he gave his own parents is the core value of his practice.

Honesty and integrity are very important to Brendan, especially when helping his clients at such a critical stage in their life. The Grady Group Insurance and Grady Financial are very diligent in helping their customers achieve their long term financial objectives.

One of the major advantages of The Grady Group’s approach is that we remain Independent. We work for our clients, not any particular company, and that is a BIG difference. We can help a client truly find the best product for their individual situation, not trying to fit everyone into one company’s products. We work with 20+ companies where we can truly strategize which plan and which company is the best fit. We are truly YOUR agents, helping you pick the right company and product which is best for YOU, not us.

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