Martin Wealth Solutions
  
 135 Google reviews 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Teresa Wickham 
 
4 December 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Amazing staff, that works with you and helps in anyway they can. Have been with Jim for years, and very thankful for him. He is very informative and helps you understand the finances and what is best for you. Sam has also been very helpful too, and great to work with. We are so blessed to have this group in our lives.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Mike McGuire 
 
28 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
The Martin Wealth team has been great to work with! I highly recommend recommend them for all your financial needs needs and questions
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Thomas Matko 
 
16 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been with Martin Wealth Solutions for several years and they have always been proactive with guidance for my “later life plan.”   Our meetings are thoughtful and cover a variety of topics.  Sam’s probing questions get me to really think about what my goals and aspirations are for the future.  We talk about family, current events, risk tolerance and any other concerns.  We think about my current spending budget and future expectations.  Then we can rebalance the portfolio or make any other adjustments. Teresa helped my wife Laurie sign up for Medicare and found us a great value Part G plan.  She researched her medications to help get the best Part D plan.  She also researched the new Bridge program for glp-1 medications. I feel like the team studies our situation and puts our needs first.  I asked about getting an annuity for safety.  Sam educated me on how and why these work for some people.  When I needed a significant unexpected withdrawal, I just called and got the proceeds right away. I highly recommend Jim and the entire team at Martin Wealth Solutions.  They get to know you and help build a roadmap for your future.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Mark Ingerson 
 
14 July 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Jim and Sam are great! Staff is wonderful. Of course, best of all, strong financial advice!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Bill Bohannon 
 
14 February 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
Jim Martin and his wonderful team at Martin Wealth Solutions are extremely knowledgeable, professional, and responsive. From our very first visit, Jim and his team have made us feel welcome and comfortable. It has been a pleasure working with them as my wife and I move towards retirement. I would absolutely 100% recommend Martin Wealth Solutions.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 J. Andrew Sego 
 
23 August 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Jim and his team are true professionals. Highly recommend.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Gregg Gonzalez 
 
7 August 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Jim and his team are true professionals and fiduciaries. They do great work and are good at what they do.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 David Link 
 
22 March 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
As a Commercial Airline Pilot, I only have a few years left before mandatory retirement, and I’ve been looking for a firm to help me invest. So far, my experience has been more than positive. They have great people to work with and they really explained things well. I would recommend them to anyone looking for help.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 M W 
 
9 December 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Very beneficial for retirement planning for my families future.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Daryl 
 
21 November 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Great people who do a great job.  I don’t even live anywhere near them but found their customer service and effort to be well worth the virtual visits.  They continue to check up on my financial goals at a regular pace to help me stay on track.  Thank you!