Martin Wealth Solutions

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

1055 W Main St, Christiansburg, Virginia...

Phone Number

(540) 639-4810

Revenue

<$5 Million

Industry

Finance Securities Trading

About Martin Wealth Solutions

Martin Wealth Solutions is a fiduciary financial advisory firm specializing in helping clients aged 50 and above with retirement planning, tax reduction, and investment management. They utilize their proprietary SmartWealth System to simplify taxes, income, investments, and healthcare for their clients. The company emphasizes transparent pricing and customized retirement advice, ensuring no hidden fees or cookie-cutter solutions. Their services are designed to help clients lower taxes in retirement, manage investment risks, and create tax-efficient income.Explore more
Martin Wealth Solutions's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Martin Wealth Solutions Org Chart

PhoneEmail
KR
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Director, Operations

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WC
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Manager, Operations

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Compare Similar Companies to Martin Wealth Solutions

Compare insights from companies similar to Martin Wealth Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Martin Wealth Solutions

<$5M
1-10
Private
-
-
KR
Kathryn RichardsonDirector, Operations
<$5M
1-10
Private
<$5M
2001
GC
Gregory CarnivaleOwner and President
<$5M
1-10
Private
-
1972
TS
Tammi SchorfhaarDirector, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2017
<$5M
1-10
Private
-
-
Cindy Mayfield, President & Founder at Wealth Management Solutions
Cindy MayfieldPresident & Founder
<$5M
1-10
Private
-
-
CW
Catherine WatkinsDirector, Operations & Compliance
Illustration of an envelope

Martin Wealth Solutions Tech Stack

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Frequently Asked Questions Regarding Martin Wealth Solutions

What is Martin Wealth Solutions's official website?
Martin Wealth Solutions's official website is www.planwellretirehappy.com
What is Martin Wealth Solutions's Revenue?
Martin Wealth Solutions's revenue is <$5 Million
What is Martin Wealth Solutions's SIC code?
Martin Wealth Solutions's SIC: 62,628
What is Martin Wealth Solutions's NAICS code?
Martin Wealth Solutions's NAICS: 52,523
How many employees does Martin Wealth Solutions have?
Martin Wealth Solutions has 1-10 employees
What industry does Martin Wealth Solutions belong to?
Martin Wealth Solutions is in the industry of: Finance, Securities Trading
What is Martin Wealth Solutions competition?
Martin Wealth Solutions top competitors include: Alliance Wealth Management Group, Heritage Financial Advisory, Miller Retirement Group, Financial Security Alliance
What technology does Martin Wealth Solutions use?
Some of the popular technologies that Martin Wealth Solutions uses are: WordPress.org, PHP, RackSpace Cloud DNS, Google Font API
How do I contact Martin Wealth Solutions?
Martin Wealth Solutions contact info: Phone number: (540) 639-4810 Website: www.planwellretirehappy.com
What does Martin Wealth Solutions do?

Martin Wealth Solutions is a fiduciary financial advisory firm specializing in helping clients aged 50 and above with retirement planning, tax reduction, and investment management. They utilize their proprietary SmartWealth System to simplify taxes, income, investments, and healthcare for their clients. The company emphasizes transparent pricing an... d customized retirement advice, ensuring no hidden fees or cookie-cutter solutions. Their services are designed to help clients lower taxes in retirement, manage investment risks, and create tax-efficient income.Read More

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

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