Martin Financial Services

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

100 S Main St, Washington, Illinois, 615...

Phone Number

(800) 257-4779

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Martin Financial Services

Martin Financial Services provides comprehensive financial planning and investment advisory solutions tailored to meet the diverse needs of clients throughout the United States. The firm specializes in retirement planning, wealth management, estate planning, and college funding strategies, delivering personalized guidance that addresses each client's unique financial circumstances and long-term objectives. The organization draws on substantial collective expertise from its team of seasoned financial professionals who bring deep knowledge across multiple disciplines within the financial services industry. This accumulated experience enables the firm to develop sophisticated strategies that integrate insurance optimization with investment planning, ensuring clients benefit from a holistic approach to their financial lives. The team's multifaceted background allows for nuanced analysis of complex financial situations and the ability to identify opportunities that might otherwise be overloRead more
Martin Financial Services's Social MediaPopular SearchesMartin Financial ServicesWesthoffmartin Financial Services GroupMartin Financial Services IncWesthoff - Martin Financial Services GroupWesthoff-martin Financial Services GroupSIC Code 62,628NAICS Code 52,523Show more

Martin Financial Services Org Chart

PhoneEmail
JM
United States flag for contact location.

Secretary & Administrator & Assistant

PhoneEmail
EW
United States flag for contact location.

Lpl Financial Registered Sales Assistant

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Martin Financial Services

<$5M
11-50
Private
<$5M
1993
JM
Jennifer MeneesSecretary & Administrator & Assistant
<$5M
11-50
Private
-
2006
AW
Amy WagnerClient Relationship Manager
<$5M
11-50
Private
-
2005
Douglas Knable, Chairman & Chief Executive Officer at FamilyWealth Management Group
Douglas KnableChairman & CEO
<$5M
11-50
Private
-
2000
BS
Bud SanftnerCo-Founder & President
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
LS
Luke ShevlinFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Martin Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Martin Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Martin Financial Services.

Martin Financial Services financials insights

Gather financial insights about Martin Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Martin Financial Services's Financials Insights

Martin Financial Services Tech Stack

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Frequently Asked Questions Regarding Martin Financial Services

What is Martin Financial Services's official website?
Martin Financial Services's official website is www.martinfinancialservices.net
What is Martin Financial Services's Revenue?
Martin Financial Services's revenue is <$5 Million
What is Martin Financial Services's SIC code?
Martin Financial Services's SIC: 62,628
What is Martin Financial Services's NAICS code?
Martin Financial Services's NAICS: 52,523
How many employees does Martin Financial Services have?
Martin Financial Services has 11-50 employees
What industry does Martin Financial Services belong to?
Martin Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Martin Financial Services competition?
Martin Financial Services top competitors include: FamilyWealth Management Group, Aspen Financial Services, MGK Wealth, Independent Investment Services
What technology does Martin Financial Services use?
Some of the popular technologies that Martin Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Neustar UltraDNS
How do I contact Martin Financial Services?
Martin Financial Services contact info: Phone number: (800) 257-4779 Website: www.martinfinancialservices.net
What does Martin Financial Services do?

Martin Financial Services provides comprehensive financial planning and investment advisory solutions tailored to meet the diverse needs of clients throughout the United States. The firm specializes in retirement planning, wealth management, estate planning, and college funding strategies, delivering personalized guidance that addresses each client... 's unique financial circumstances and long-term objectives. The organization draws on substantial collective expertise from its team of seasoned financial professionals who bring deep knowledge across multiple disciplines within the financial services industry. This accumulated experience enables the firm to develop sophisticated strategies that integrate insurance optimization with investment planning, ensuring clients benefit from a holistic approach to their financial lives. The team's multifaceted background allows for nuanced analysis of complex financial situations and the ability to identify opportunities that might otherwise be overlooked. Martin Financial Services distinguishes itself through a commitment to transparency and thorough financial analysis. Rather than employing generic solutions, the firm conducts comprehensive assessments of each client's situation, examining how various financial components interact and influence overall outcomes.Read More

What are Martin Financial Services social media links?
Martin Financial Services Linkedin page
Is Martin Financial Services a public company?
Martin Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Martin Financial Services

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