Rock Martin Private Wealth Management - Peoria, Arizona

Address: 8506 W Deer Valley Rd #100, Peoria, AZ 85382, United States.
Phone: 6232259856.
Website: rockmartinwealth.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Rock Martin Private Wealth Management

Rock Martin Private Wealth Management 8506 W Deer Valley Rd #100, Peoria, AZ 85382, United States

⏰ Open Hours of Rock Martin Private Wealth Management

  • Monday: 6 am–5 pm
  • Tuesday: 6 am–5 pm
  • Wednesday: 6 am–5 pm
  • Thursday: 6 am–5 pm
  • Friday: 6 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Rock Martin Private Wealth Management is a renowned financial planning and investment service company, located at 8506 W Deer Valley Rd #100, Peoria, AZ 85382, United States. The company specializes in providing comprehensive financial planning services to help clients achieve their financial goals. Their phone number is 6232259856 and their website is rockmartinwealth.com.

Some of the special features and services offered by Rock Martin Private Wealth Management include:

  • Online appointments
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet
  • Toilet
  • Appointment required
  • Appointments recommended

The company has an impressive 19 reviews on Google My Business, with an average rating of 5/5. Many clients have praised the knowledge and expertise of their financial advisors, as well as their ability to communicate complex financial strategies in a way that is easily understandable. One such client shared:

I've been working with Marty and the Rock Martin Wealth team since 2019 and I've been extremely happy with his ability to communicate complex financial investment strategies in a way that is easy to understand. Marty has been a trusted advisor for our family and has guided us through different stages of our financial lives. He always goes above and beyond to address all our questions, and I feel confident in our financial future. I highly recommend reaching out to Marty and the Rock Martin Wealth team

With their experienced team, commitment to client satisfaction, and impressive reputation, Rock Martin Private Wealth Management is a top choice for those seeking financial planning and investment services.

👍 Reviews of Rock Martin Private Wealth Management

Rock Martin Private Wealth Management - Peoria, Arizona
Adam S.
5/5

I’ve been working with Marty and Rock Martin Wealth team since 2019 and I’ve been extremely happy with his ability to communicate complex financial investment strategies in a way that is easy to understand. Marty has been a trusted advisor for our family and has guided us through different stages of our financial lives. He always goes above and beyond to address all our questions, and I feel confident in our financial future. I highly recommend reaching out to Marty and the Rock Martin Wealth team!

Rock Martin Private Wealth Management - Peoria, Arizona
Jason M.
5/5

Marty – A Financial Wizard Who Delivers Beyond Expectations!
From day one, Marty has demonstrated an unparalleled level of expertise, dedication, and a genuine commitment to helping me achieve my financial goals. His strategic approach to investing has not only beaten the market but has also generated substantial gains for my portfolio. Marty's keen insights into market trends and his ability to adapt to changing economic conditions truly set him apart in the world of finance. Beyond the impressive results, Marty has provided me with a sense of peace of mind that is truly invaluable. He takes the time to thoroughly explain investment strategies, risk factors, and potential outcomes, ensuring that I fully understand every aspect of my financial plan. This transparency and communication have instilled a high level of trust in our professional relationship. Marty took the time to understand my unique financial situation, risk tolerance, and long-term objectives. His tailored approach has made me feel like more than just a client; Marty genuinely cares about my financial well-being. In addition, Marty's professionalism and responsiveness are commendable. He has always promptly addressed any questions or concerns I may have and keeps me informed about changes in the market that may impact my portfolio. Working with Marty has been a game-changer for me, and I wholeheartedly recommend him to anyone seeking a financial planner and investment broker who not only delivers impressive results but also prioritizes their clients' peace of mind. Thank you, Marty, for your exceptional service and for helping me navigate the complexities of the financial world with confidence and success!

Rock Martin Private Wealth Management - Peoria, Arizona
Kay L.
5/5

I highly recommend Marty Urbanowicz and Rock Martin Management. Although I’ve only been with them 3 years it feels much longer and they feel like family. Marty is extremely knowledgeable about the market and he manages your money as if it were his own. He keeps you abreast of your portfolio and encourages you to reach out to him with any questions and concerns. If he is unavailable for any reason a co-worker has always immediately stepped in to handle my needs. Marty was referred to me and it was an excellent referral.

Rock Martin Private Wealth Management - Peoria, Arizona
Digger B.
5/5

I am typically hesitant to endorse anyone, but I gladly share my longterm relationship with Marty Urbanowicz. Marty has successfully managed my stock portfolio since 2011, and I continue to be very pleased with the impressive results he brings me year after year. As a former business owner, profit is very important to me, and Marty consistently makes money for me. I trust him, and I have referred my own family members to him as well as neighbors and friends. His personal involvement and familiarity with my account, regular updates, and quick response are a nice bonus. I highly recommend him.

Rock Martin Private Wealth Management - Peoria, Arizona
Damon H.
5/5

Ensuring we have financial stability now and in the future is important to us. We've been working with Marty Urbanowicz and Rock Martin Management since 2020. Marty's attention to detail, sense of urgency and accessibility is top notch. He is always available to answer questions, provide guidance and is completely dedicated to our success. He has invested time in understanding our goals and provided tailored recommendations to help us achieve our objectives. Through ongoing discussions and continuous education, he has reduced any fears or uneasiness we may have had regarding our financial outlook. Marty has grown to be a trusted advisor to us and our experience with him has been incredible.

Rock Martin Private Wealth Management - Peoria, Arizona
Tim V.
5/5

I have had the pleasure of working with Marty for over 15 years, and I strongly recommend him to everyone. After working with several other advisors, I can confidently say that Marty is exceptional. He studies the markets based on both current and historical trends and then makes wise and calculated decisions. I’m not a person who would sell when there’s a small market correction or FOMO into a stock when it looks like it’ll go the moon, but there have been countless times when Marty’s well-informed voice of reason helped to guide me and ultimately proved to be the correct course to follow.

In addition to being an outstanding financial advisor, Marty is just a great guy to work with. Perhaps my expectations are high, but if I’m going to be a client or patient or customer, I’m looking for the whole package. I go to restaurants that have great food and great service. I look for doctors who are skilled, intelligent and have a good bedside manner. When it comes to a financial advisor, I want someone who makes wise financial decisions that help to grow my portfolio, and also someone that I’d enjoy having a beer with. Marty is that guy!

Rock Martin Private Wealth Management - Peoria, Arizona
David A.
5/5

I began working with Marty Urbanowicz of Rock Martin Wealth Managemt in 2008.
Shortly after my initial investment with Rock Martin as I witnessed the level of professionalism and Marty's sincere interest in creating a plan for me to achieve my financial goals. Along with Marty's hands on approach of explaining his short term and long term strategies to achieve those goal. I turned my entire investment package over to Marty Urbanowicz and Rock Martin Wealth Management. And I more than satisfied.
Marty is dependable, reliable and always accessible. At times when the market looks shaky Marty reaches out via telephone or emails with data and an explanation of what is happening and his approach to riding out the storm.
Marty has exceeded my expectations for the management of my retirement funds.
Highly recommended Five Stars!

Rock Martin Private Wealth Management - Peoria, Arizona
Mark C.
5/5

I started with Marty back in May of 2006. Before that time I attempted to manage my investments by myself, which was ineffective and in my prior dealings with other advisors, I felt like a small fish in a big pond. Marty has been great. Does a great job communicating expectations and projections, and explaining my positions and results. Even though his office is far from my home, this has never been an issue. He’s always been very easy to contact and follows up on any issues or concerns. I recommend him without reservations.

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