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J. Martin Wealth Management5.0Jeff is an active fiduciary financial advisor, as well as the founder of J. Martin Wealth Management. A fee-based financial planning and wealth management firm, with offices near you in Chandler, Gilbert, and Tucson. Leading up to launching his financial advisory practice, Jeff has spent the last 15+ years in financial services and providing financial advice and retirement. As a foundation for his knowledge, Jeff holds a bachelor's degree in Accounting which he earned from the University of Central Florida. Also, he holds the Chartered Retirement Planning Counselor designation, giving him a high degree of knowledge surrounding retirement planning. Jeff possesses a passion for educating people on personal finance and helping others succeed, thus reflecting on his personal service to his clients.
J. Martin Wealth Management (jmartinwm.com) has 1 customer review on Folks Told, with an average rating of 5.0 out of 5.
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Kathy
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 find his approach to financial planning and wealth management to align with my financial goals.
