J. Martin Wealth Management

I'm new to the area and when searching for financial management nearby, Jeff's business was a standout among the rest. I was not disappointed when we connected and he allowed me to pick his brain for several minutes. He was extremely helpful and knowledgeable, and I immediately could see the reason for his positive reviews here on Google. Thanks so much, Jeff!

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!

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.

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.

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.