Martin Financial Group

About Martin Financial Group

Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas. Martin Financial Group was founded in 1984 with the vision to serve the long-term risk and wealth management interests of clients. We offer a comprehensive line of products and services as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. Martin Financial Group has experienced professionals providing objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

Certain individuals associated with Martin Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Martin Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Martin Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Website	http://www.martinfinancialgroup.com
Employees	11-50 employees View all Martin Financial Group employees
Industry	Financial Services
Headquarter	3030 LBJ Freeway, Suite 1450, Dallas, Texas 75234, US
Founded	1984
Keywords	Investments, Financial Services, Group Benefits, Insurance, Financial Planning, Estate Planning, Retirement, Money Management

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Frequently Asked Questions about Martin Financial Group

Who is the CEO of Martin Financial Group?

Gean Martin is the CEO of Martin Financial Group. To contact Gean Martin email at [email protected], [email protected], [email protected], [email protected] or [email protected].

Who are the decision makers in Martin Financial Group?

The decision makers in Martin Financial Group are Amanda Martin, Amanda Martin, Gean Martin, etc. Click to Find Martin Financial Group decision makers emails.

What types of financial services does Martin Financial Group offer?

Martin Financial Group offers a wide range of financial services including investment management, financial planning, estate planning, retirement planning, and money management. Our team of experienced professionals works closely with clients to develop tailored strategies that align with their financial goals and objectives.

How can Martin Financial Group assist with retirement planning?

Our retirement planning services at Martin Financial Group involve a comprehensive analysis of your current financial situation, future income needs, and retirement goals. We help clients create a personalized retirement plan that includes investment strategies, tax-efficient withdrawal strategies, and options for maximizing Social Security benefits, ensuring a secure and comfortable retirement.

What industries does Martin Financial Group serve?

Martin Financial Group serves a diverse range of industries, including healthcare, education, manufacturing, and technology. We tailor our financial solutions to meet the unique needs of each industry, ensuring that our clients receive specialized advice and services that are relevant to their specific business environments.

Can Martin Financial Group help with estate planning?

Yes, Martin Financial Group provides comprehensive estate planning services. Our team assists clients in developing strategies to protect their assets, minimize estate taxes, and ensure that their wishes are carried out after their passing. We work closely with clients to create wills, trusts, and other legal documents that reflect their personal and financial goals.

What is the process for getting started with Martin Financial Group?

Getting started with Martin Financial Group is simple. You can schedule an initial consultation where we will discuss your financial goals, current situation, and any specific concerns you may have. After this meeting, our team will develop a customized financial plan tailored to your needs, and we will guide you through the implementation process.

Does Martin Financial Group offer group benefits for businesses?

Yes, Martin Financial Group offers group benefits solutions for businesses, including health insurance, retirement plans, and employee benefits packages. We work with employers to design and implement benefit programs that attract and retain talent while also being cost-effective and compliant with regulations.