J Martin Wealth Management

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.
Jan 30th, 2023

Dec 4th, 2022

I have worked with Jeff as my financial advisor for several years. He is very trustworthy and answers all my questions. He is very knowledgeable and easy to communicate with. Because he is a fiduciary, I trust him with all my financial decisions. He provides me with wealth management, financial planning and tax planning.
Nov 1st, 2022

I have taken Jeffs 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 Im on track for my financial goals and retirement. If youre looking for a fiduciary financial advisor, contact Jeff and his advisory firm.
May 8th, 2022

Subsequent to almost a year of Covid lock down, I needed to meet with my financial planner in person. I gave Jeff Martin a call to tell him my needs with this pandemic still on. With no hesitation he gave me options to meet with him. Within the week he came to my home with mask and social distancing to help me with my income tax issues.This is another example of how he will go out of his way to meet his customers needs without hesitation. Thank you Jeff!
Jan 25th, 2022