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J. Martin Wealth Management, LLC

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specializing as an educator in 401(k) rollover decisions, helping people like you understand their options as you transition into a new career or retirement. each person's situation is unique and generally, if you have separated from a company, your 401(k) should not be there either. i help educate and inform retirees and pre-retirees, on creating awareness around their nest egg and provide them with viable investment options for a successful retirement. our philosophy is to take a highly personalized approach to provide investment advice. we educate, and in turn, empower our clients to make confident, knowledgeable decisions for the success of their financial future. our mission is to protect and preserve our client’s assets across all market cycles with a focus on your risk tolerance and comfort level. we will work with you to create a customized and personal approach that meets your long-term financial goals while avoiding unnecessary loss or taxes. your wealth, now and into the fut

Headquarters:
Chandler, Arizona, United States
Industry:
Financial Services
Founded:
2015
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -

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J. Martin Wealth Management, LLC's headquarters is located at Chandler, Arizona, United States

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J. Martin Wealth Management, LLC's official website is jmartinwm.com

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J. Martin Wealth Management, LLC is in the industry of: Financial Services

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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