Martin Wealth Solutions

Roanoke, Virginia

5.0 (91 reviews)
Call (877) 636-0317 Visit website →

About

Martin Wealth Solutions, based in Roanoke, Virginia, provides financial planning services to clients aged 50 and older, with a focus on retirement income, tax planning, investment positioning, and healthcare coordination through their proprietary SmartWealth System. Operating as a fiduciary, the firm conducts comprehensive reviews of existing strategies to identify tax inefficiencies and income gaps, then develops and implements retirement plans with ongoing adjustments as circumstances evolve. The firm has been in business for more than a decade and uses Charles Schwab as its custodian.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-4PM, Saturday: Closed
SEC registered
No
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