Jeff 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 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 in his personal service to his clients.
Top Rated Local® Business in Arizona, Financial Advisers (#1 in 2023)
Mr. Martin is trustworthy and knowledgeable. I contacted him and he immediately responded. He was incredibly personable and warm. He had a holistic approach to my entire portfolio which he now oversees. I would recommend him to all my friends and family. He has helped secure my financial future.
Top Rated Local® Business in Arizona, Financial Advisers (#1 in 2023)
1 review 