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Martell Financial & Insurance Services (est. 1982)

Financial Consultant, Insurance Agency, Financial Planner, Life Insurance Agency, Investment Service, Financial Services, Wealth Management, Retirement Planning, Estate Planning, Financial Advisor, Asset Management

(760) 241-3378 15980 Bear Valley Road, Victorville, CA 92395 Monday Through Thursday 8am til 4:30pm Friday: 8am - 12pm Official site

The Details

I have been active in the Financial Services Industry since 1982 associated with New York Life. I am a member of the National Association of Insurance and Financial Advisors, a Life Member of the Million Dollar Round Table. Today's investment climate offers unprecedented opportunities. At Martell Financial & Insurance Services, our mission is to help clients take advantage of those opportunities by providing them with three key tool's: A clear understanding of their financial goals A well-defined road map for achieving those goals Ongoing advice to help adjust their road map when their needs change Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Martell Financial & Insurance Services please contact us today.Contractor # / License #: CA 0626872

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