David Martz Email & Phone Number

Virginia Beach, Virginia, United States

Assisting realtors and lenders during the home buying process. Over 50 carriers to offer clients, making sure we get it done right and fast the first time.

1075 George Washington Hwy N Ste B-2 Chesapeake, Va 23323

Providing Payroll and tax solutions for individuals and business owners. We are a wholesaler with ADP, the nations largest payroll solutions company, which allows us to get you preferred pricing instead of you going to ADP directly as a sole owner. We have a set base fee based on how many employees you have, no additional charges per transaction. We are local and national, the power of a national brand with the hometown feel. Call for a quick and free consultation.

Virginia Beach, Virginia

Providing opportunities for business owners and individuals to own a Liberty Tax Service franchise.By owning a Liberty Tax Service we help you grow your existing business by adding more clients, receive more referrals, create more equity, grow by acquisitions, and to help with innovative marketing....all while being a seasonal business.

Virginia Beach, Va

Sunup Insurance provides agents the opportunity to truly grow their business the way the agent wants to. With a robust training platform and with the ability to be independent, Sunup is unparalleled in giving you the freedom to grow. To learn more on how you can live a better life, call me or click on my calendar link below and get on my schedule.

Virginia Beach, Virginia

WHAT I DOHelp financial advisors discern which broker dealer will add the most value to their business, and negotiate the best deal from beginning to end.OUR VALUE PROPOSITIONWhen a Financial Advisor decides to change firms or even just look around, The Spottswood Group provides a one-stop-shop to help them find all of their solutions. There are thousands of broker dealers and the average advisor is only familiar with a handful. We save advisors the headache of having to go it alone and rely on biased information. Our clients are the “Players at the Table”, and we have the best deals in the industry, guaranteed! The Spottswood Group is truly a one-stop-shop that can help keep advisors from making a major career setback by ending up at a firm that is not in alignment with their goals.WHAT WE CAN DO FOR YOU1. Get the absolute best deal and most transition assistance possible ($). 2. Increase your net payout (%), and/or decrease your expenses with money management platforms, ticket charges, fees, etc., resulting in a higher net income.3. Develop unique strategies to retain the highest percentage of clients during your transition, and obtain more quality clients after your transition.4. Help select the right broker dealer by discovering all of your options (Independent, RIA, Hybrid, Wire House, Regional, Bank, Boutique, and Insurance).5. Brand a new or market existing DBA (Doing Business As).6. Obtain more equity from your current book of business, meanwhile replicating your A1 clients. 7. If applicable, align with other advisors or an advisor group with unique resources that would add value to your book of business.WHY WE ARE DIFFERENTWe listen and go the extra mile. Every advisors' book of business is unique, therefore, we tailor recommendations based upon your unique story.NEXT STEPCall us for a confidential discussion at (757) 470-2901 or message me on Linkedin.

Virginia Beach, Virginia

• Full life cycle recruiting, helping OSJ office build their branch• Consistently one of the top recruiters affiliating millions in GDC and assets under management• Worked closely with the Chairman, Board of Directors, Executives, Rep Review Committee, Finance Committee, and Transition Team to execute initiatives for advisors to bring them on-board to NEXT.