Martin Financial Services, Inc. - Swansea, Illinois

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Martin Financial Services, Inc.: A Trusted Financial Partner

Martin Financial Services, Inc. stands as a respected and established financial services provider dedicated to assisting individuals and businesses with a comprehensive range of financial needs. Located at 222 W Pointe Dr, Swansea, IL 62226, United States, and reachable at Phone: 6182333000, the firm operates with a commitment to clarity, personalized service, and expert guidance. Their website, Website: martinfs.com, offers valuable resources and further details about their services.

Core Services Offered

Martin Financial Services specializes in a diverse portfolio of financial solutions, including:

• Tax Preparation Service: Expert assistance with all aspects of tax preparation, ensuring compliance and maximizing potential deductions.
• Accountant: Comprehensive accounting services for businesses and individuals, encompassing bookkeeping, financial reporting, and auditing support.
• Bookkeeping Service: Maintaining accurate and organized financial records to provide a clear picture of financial health.
• Financial Consultant: Strategic advice tailored to individual and business goals, focusing on wealth management and investment planning.
• Financial Planner: Developing customized financial plans to achieve long-term objectives, encompassing retirement planning, education funding, and estate planning.
• Tax Consultant: Specialized tax advice and strategies to minimize tax liabilities and optimize financial performance.
• Tax Preparation: Detailed and accurate preparation of tax returns for individuals and businesses.

Accessibility and Customer Experience

Martin Financial Services prioritizes accessibility and a positive customer experience. The facility boasts wheelchair accessible seating, a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible washroom. It’s important to note that appointment required, and appointments are highly recommended to ensure dedicated attention and efficient service. The company has garnered a strong reputation – reflected in its average opinion of 4.4/5 based on 19 reviews on Google My Business – suggesting a commitment to client satisfaction and responsiveness.

Key Strengths & Notable Features

Based on feedback, the firm’s team, particularly individuals like Chris and Monica, are frequently praised for their profound knowledge and proactive communication. This suggests a culture of continuous learning and a genuine dedication to understanding each client's unique situation. They appear to excel at guiding clients through complex financial matters, especially when venturing into new areas like business ownership. The firm’s responsiveness and willingness to address questions promptly contribute significantly to a positive client relationship.

Recommendation

For anyone seeking a reliable and knowledgeable financial partner, Martin Financial Services, Inc. presents a compelling option. Their broad range of services, combined with a commitment to accessibility and a demonstrably positive client experience, makes them a valuable asset for individuals and businesses alike. To explore their services in greater detail and schedule an appointment, we encourage you to visit their website at martinfs.com.

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👍 Reviews of Martin Financial Services, Inc.

Courtney D.

5/5

I can't say enough good things about working with Martin Financial Services. They had done our personal taxes in the past, but last year we ventured into new territory and purchased a business. We had no idea where to start, so we reached out and met with Chris. Working with Chris and Monica have been a game changer for our business. They are both very knowledgable and responsive when we have any questions. I can't thank them enough for all that they've done for us.

Bobby ?. G. 5. P.

5/5

My family and I have been with Martin Financial for over 15 years. Their prices are extremely reasonable and their work is simple outstanding.
There staff is extremely knowledge and very easy to talk with. Christy has been handling our taxes for the last 5 years and she has been extremely knowledge, personable and very helpful! Martin Financial is a Outstanding company and we highly recommend them!

ben S.

5/5

Chris has been handling my small business accounting for a couple years now. I am very happy with his service, he has saved me thousands and has made my complicated taxes simple. His staff is great to work with and keeps me on task. I have referred several people and will continue to do such.

Gabriel H.

5/5

This was my first tax year working with Martin and it was a fantastic experience. Chris and Angie made the whole experience incredibly easy and I wish I had started working with them years sooner.

Laurie W.

5/5

I have only done my taxes with Martin for 2 years, but I will, for sure, be going back! Brittany has done my taxes both years and she is awesome! Thank you Brittany!

Cory E.

5/5

Martin Financial has been my tax and investment firm since 1997. The staff is attentive and answers all calls and emails promptly. Their fees are reasonable and they serve all my personal and business needs. Martin Financial is in a class by itself!

Heather &. L. M.

5/5

Chris is the best. A deep knowledge of tax law even on the most recent Federal and State changes. We have utmost trust and he always impresses us. Highly recommended!!!

Eric W.

5/5

Really good people! Really great services! I’ve been using Martin for 11 years. I feel like they always looked out for me.