Company

Martin Tax & Financial Services

Investment Management Lees Summit, Missouri, United States 18 employees ABOVE

Employees: 18
Contacts: 3
Emails: 3
Phones: 3

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Martin Tax & Financial Services Overview

Headquarters: Lees Summit, Missouri, United States
Website: mikemartin.info
Industry: Investment Management
Employees: 18
Founded: 1989
Stock Symbol: ABOVE
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Tax-Smart Investing Tax Preparation Retirement Planning Investment Management

About Martin Tax & Financial Services

Martin Tax & Financial Services is the convenient, one-stop shop for retirees and pre-retirees that want to address tax and financial concerns. Here, you can receive objective advice about your money and your investments, and personal, professional management of your assets for years to come. We can help you take your mind off your money and enjoy retirement, confident that you have professionals working hard to help you grow, prosper and invest properly. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures.

Martin Tax & Financial Services Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 3; 100.0% coverage

Martin Tax & Financial Services Org Chart

Sample employees and titles

Name	Title	Location	Contact
Karen Zurcher	Business Manager at Martin Tax	Independence, Missouri, United States	Email Phone
Debbie Jessee	Registered Tax Return Preparer	Independence, Missouri, United States	Email Phone
Ian Davis	Enrolled Agent and Tax Preparer	United States	Email Phone