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March 2024 by Kevin Elliott
Jeff was terrific! Prompt, professional, engaging, knowledgeable and courteous. He helped us figure out the best way to buy our dream home and pointed out some tax advantages we didn’t even know existed. I would highly recommend Jeff for any of your financial needs.
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March 2024 by Bob B.
First impression with Jeff no pressure. Jeff is a great listener he wants to know what your financial goals are so he can place you in the write financial vehicle. I know many financial planners. He is the only one that has ever educated me in options that I never knew existed. My wife and I are 70 years old. I want to have my wife protected in the event something should happen to me. With Jeff I no longer worry. Interview Jeff before you decide like I did. Jeff is very knowledgeable! Bob & Joanne Chandler AZ
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January 2024 by Heather Armbrust
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!!
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January 2024 by Aj Medel
Great Advisor is very knowledgeable. And points us in the right direction.
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November 2023 by Karen Bence
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!
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October 2023 by ruthlessluder
Jeff is great. He was friendly and knowledge and was able to answer a lot of my questions during the initial phone call.
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October 2023 by Sekina A
I had an appointment with Jeff, and he was outstanding!! He exceeded my expectations! Not only was he extremely knowledgeable, he gave me a variety of options for my financial plan. I highly recommend checking him out!
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August 2023 by B S
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!
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June 2023 by Julia Palazzi
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!
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June 2023 by Julia P.
I took one of Jeff's classes at a community college and reached out to him for assistance with planning for my retirement. Jeff was so accommodating, coming to my home when it was convenient for my teaching schedule. He always took time to explain and help me understand the industry lingo, and brought print outs to provide visual support. He answered every question I've come up with since our first meeting and takes time to understand my goals, coming up with a variety of options for me to consider. He is a pleasure to work with and I trust his advice!
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February 2023 by Lance Bruce
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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December 2022 by Kathy M
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.
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June 2022 by Jenny Dyson
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.
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May 2022 by Gerald Cusick
Jeff Martin is a fiduciary financial advisor who is very knowledgeable about financial planning. He is extremely service oriented and returns communication promptly. He listens to our concerns and customizes a plan that meets your financial needs. He is extremely trust worthy and upfront about potential conflicts of interest. I have worked with Jeff for several years and based upon his financial advise I am confident we will meet our financial goals..
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May 2022 by Bryson Craven
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.
