At Martens Financial we view all our clients as partners. Together we have a single objective: to reach your financial goals today and through retirement. Our office provides personal financial planning and wealth management services. We research, develop and implement innovative approaches to our clients’ individual and corporate financial planning needs. Learn more about our process below.

 

Gathering Info

 

Getting to know our clients is extremely important to us and is an essential part of our process. It starts by collecting and organizing your financial details. By learning about your goals and what’s important to you we are able to develop a clear understanding of your overall financial picture to then offer the best advice.     

Creating The Plan

 

Our goal is for our clients to be organized in all the financial aspects of their lives.

We believe that no matter what stage of life you`re in, having a sound financial plan is the best way to ensure your goals are achieved. To contact us about our financial questionniare...

Service

 

Our personal touch to service is what sets us apart.

We have a commitment to staying in touch with clients, educating them, and forming a lasting relationship.

We pride ourselves on being an approachable and available team dedicated to ensure our clients are looked after.

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by Hollis Insurance Inc. Martens Financial is a personal trade name of Peter and Andrew Martens.