J. Martin Wealth Management - Chandler, Arizona

Address: 333 N Dobson Rd #5, Chandler, AZ 85224, United States.
Phone: 4806306177.
Website: jmartinwm.com.
Specialties: Financial advisor, Financial consultant, Financial planner, Insurance broker, Investment service.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, LGBTQ+ friendly, Free parking lot.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 5/5.

Location of J. Martin Wealth Management

J. Martin Wealth Management is a reputable financial services provider located at Address: 333 N Dobson Rd #5, Chandler, AZ 85224, United States. The company has been providing financial advisory, consultancy, and planning services, as well as insurance brokerage and investment services for several years.

J. Martin Wealth Management's team of experienced financial professionals is committed to helping clients achieve their financial goals through comprehensive and personalized financial planning. The company's specialties include financial planning, investment management, retirement planning, estate planning, and insurance services.

The company's website, jmartinwm.com, provides valuable information about the company's services, team, and philosophy. The website is user-friendly and easy to navigate, making it easy for potential clients to find the information they need.

J. Martin Wealth Management is an accessible business, with a wheelchair-accessible car park, entrance, seating, and toilet. The company is also LGBTQ+ friendly, demonstrating its commitment to inclusivity and diversity.

According to Google My Business, J. Martin Wealth Management has received 25 reviews with an average opinion of 5/5, reflecting the company's high level of customer satisfaction.

Reviews of J. Martin Wealth Management

J. Martin Wealth Management - Chandler, Arizona
Vishal Mehta
5/5

We needed some advice on how to navigate a weird IRA situation. I called Jeff and he was very friendly, knowledgeable and gave great advice on how to navigate our situation. Not to mention, he basically did the consultation without charging us a dime! I would definitely recommend him

J. Martin Wealth Management - Chandler, Arizona
James Lynch
5/5

Jeff was very personable and a good listener. He spent the time to look at many different angles and confirmed somethings I was thinking and added perspectives that I had not thought about and his consultation was very thorough and informative.

J. Martin Wealth Management - Chandler, Arizona
Heather Armbrust
5/5

Jeff is a fantastic financial advisor!! Not only is he helpful with financial planning, but he also has an extraordinary contact list of helpful people that meet so many different aspects of life!! I was so grateful for this help, and Jeff is so kind and enthusiastic in the work he does!! It is very obvious to me he loves working with people, and will go above and beyond to meet the various needs of his clients!! Thank you Jeff!!

J. Martin Wealth Management - Chandler, Arizona
Julia Palazzi
5/5

I took a financial class that Jeff was teaching at a local community college. I reached out to him to set up a meeting for my retirement shortly thereafter. From then on, Jeff has been so accommodating and easy to work with, providing me with several avenues for me to consider as I move closer to retirement. He took the time to help me understand the industry lingo, and set up meetings that were convenient with my work schedule. Jeff was easy going and willing to meet as many times as I needed to get a financial plan in place. He maintains consistent contact, and is very trustworthy!

J. Martin Wealth Management - Chandler, Arizona
Karen Bence
5/5

Excellent advisor who prepared me well for retirement and continues to provide sound and thoughtful portfolio management with my interests first and foremost. Stays connected with frequent discussion’s especially while managing thru these chaotic times. He has solutions that truly work. Highly recommend you check this company out, even if you think you don’t need a financial advisor. Benefits of working with J. Martin Wealth Management have been and continue to be great for us!

J. Martin Wealth Management - Chandler, Arizona
Bryson Craven
5/5

Jeff has been an outstanding financial advisor and a huge asset when it comes to understanding my finances and creating a successful plan for growth and ultimately retirement. Not only am I very pleased with my managed account growth thus far, I am extremely happy with all the advice he gives me when it comes to money outside of the market and creating more ways to save, reallocate, and grow.

For anyone looking for a financial advisor I highly recommend connecting with Jeff and seeing how much he can help you reach and exceed your financial goals.

J. Martin Wealth Management - Chandler, Arizona
Jenny Dyson
5/5

I have taken Jeff’s financial advice for years. He is very trustworthy and I value his communication. He is always quick to respond to my questions. I would highly recommend him to my anyone I know. I view him and his firm J. Martin Wealth Management as my personal financial consultant. I feel that going through the financial planning process with him, I know if I’m on track for my financial goals and retirement. If you’re looking for a fiduciary financial advisor, contact Jeff and his advisory firm.

J. Martin Wealth Management - Chandler, Arizona
Lance Bruce
5/5

My wife and I have had a few different financial advisors over the years but none of them have been as good as Jeff. He is very attentive to our financial needs and goals, is always available to answer questions or meet 1 on 1, he listens and executes, and he is trustworthy-always putting our interests first. I would highly recommend Jeff for all of your financial, retirement and wealth management needs.

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