About this business
Jeff Martin, founder of J. Martin Wealth Management, is a highly qualified fiduciary financial advisor, offering fee-based wealth management. Services include financial planning, retirement planning, tax planning, and wealth management services. With over 17 years of financial services experience and a bachelor's degree in Accounting, Jeff brings extensive knowledge and proficiency in personal finance and retirement planning. He holds the Chartered Retirement Planning Counselor designation and is dedicated to educating clients and providing personalized services to help them succeed now financially and in retirement. Jeff has offices in Chandler, Gilbert, Maricopa, and Tucson, Arizona
Products and Services
Financial advisors at J. Martin Wealth Management specialize in retirement planning and investment management. Our team takes a holistic approach to financial planning, integrating financial planning and investment management to ensure that all assets work together toward your financial goals. Our experienced advisors get to know you and your family to understand your financial objectives and create a personalized plan to help you achieve them. Our mission is to provide high-level investment advice, to preserve and protect your investments for a secure financial future and retirement.
Areas Served
Offices located in Chandler, Gilbert, Maricopa & Tuscon, Arizona.
Serving the East Valley of Phoenix, including but not limited to, Chandler, Gilbert, Sun Lakes, Ocotillo, San Tan, Queen Creek, Ahwatukee, Maricopa, & Casa Grande.
Frequently Asked Questions
The Financial Advisor office, J. Martin Wealth Management, is at 41600 W. Smith Enke Road, Bldg. 12, Suite 128, Maricopa, AZ 85138. Located in the Dessert Greens office building, near the intersection of Smith Enke and Porter Road in Maricopa, Arizona.
The Financial Advisor office, J. Martin Wealth Management, is at 1166 E. Warner Road, Suite #101, Gilbert, AZ 85296. Located in the Western Skies business center, near the intersection of Val Vista Drive and Warner Road, in Gilbert, Arizona.
The Financial Advisor office, J. Martin Wealth Management, is at 333 N. Dobson Road, Suite #5, Chandler, AZ 85224. Located inside the Bellagio Exective Plaza, near the corner of Chandler Blvd and Dobson Road, in Chandler, Arizona.
Payments Accepted
Insurance
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 4:00 PM
Sat Closed
Sun Closed
Reviews for J Martin Wealth Management
J Martin Wealth Management received an average rating of 5.00 out of 5 stars from 1 reviews.
Write a review
Trustworthy & Knowledgable by ucf_jeff on 10/14/2022
Mr. Martin is trustworthy and knowledgeable. I contacted him and he immediately responded. He was incredibly personable and warm. He had a holistic approach to my entire portfolio which he now oversees. I would recommend him to all my friends and family. He has helped secure my financial future.
