Mike Martin & Assoc

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19045 E Valley View Pkwy Ste C
Independence, MO 64055

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(816) 224-2560
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Best

Mike Martin and Associates has two advisors both of which oversee my account. Scott Schultz and Mike go out of their way to see that I recieve top notch service. They specializ...

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Best wealth management firm in KC 12/6/2008

Mike Martin and Associates has two advisors both of which oversee my account. Scott Schultz and Mike go out of their way to see that I recieve top notch service. They specialize in tax efficeient financial planning and investing. Even during this horrible market in 2008, Scott has continued to stay in frequent contact with us and has been very reassuring and seems happy to answer my questions which are usually full of panic. lol. He has been able to calm my nerves and keep me on track. .I have another account with a prominent local investment company. I havent heard from that ""advisor"" during this whole downturn in the market. needless to say, I will be moving that account to Mike Martin & Associates when it is elligible to do so.\r \r Mike Martin & Associates is a great place.\r \r I will be moving that account to Scott and Mike's management when it is elligible to do so. Pros: Great service, expertise not experienced elsewhere, proactive service, professional,fun, and specialization in taxes Cons: The stock market has hurt my IRA balance greatly in 2008. They have limited my loss,but not eliminated it more
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  • Hours: Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED
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