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 Planning
Our experienced financial advisors focus on crafting personalized financial plans to meet your financial goals, whether planning for retirement, buying a home, or funding your child's education. We continually monitor your financial progress to keep your financial future on the right track.
Wealth Management
Fiduciary financial advisor focusing on wealth management. We assess your financial situation, create personalized investment strategies, and optimize investments for lasting wealth and financial security. We leverage third-party institutional-style professional money managers to manage the assets.
Investment Advisory
Trust our experienced financial advisors for personalized portfolios and investment plans that suit your financial objectives and risk tolerance. From wealth management to financial security, we're your trusted financial advisor for investment advisory.
Retirement Planning
As financial advisors, we collaborate to provide comprehensive retirement savings consulting. We assess your financial situation, create personalized strategies, and optimize savings plans to ensure a secure retirement future. Our goal is to minimize risks and maximize your savings potential.
Financial advisors at J. Martin Wealth Management focus on 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
We offer a complimentary consultation that provides you with an opportunity for a no-cost meeting to discuss your financial situation and needs. During this session, we'll delve into your financial goals and explore how our services and financial advisors can assist you in achieving them. It's an informative conversation where you can ask questions and gain a deeper understanding of how our experience can enhance your financial future.
The Financial Advisor office, J. Martin Wealth Management, is at 333 N. Dobson Road, Suite #5, Chandler, AZ 85224. Located inside the Bellagio Executive Plaza, near the corner of Chandler Blvd and Dobson Road, in Chandler, 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 41704 W Smith Enke Rd Suite 100 Maricopa, Arizona, 85138. Located in the Dessert Greens office building, near the intersection of Smith Enke and Porter Road in Maricopa, 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
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