Matthew "Matt" Martinez, III

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies

Languages: English

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. As an Investment Advisor Representative and Managing Associate, Matt stays current on products, strategies, industries, and economic trends in order to add value to his clients and professional relationships. I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges. You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients. Matt Martinez III grew up in beautiful Durango, Colorado. After graduating from Durango High School in 1983 he moved to the Valley of the Sun and attended Arizona State University in Tempe, Arizona. Matt graduated from W.P. Carey School of Business/Arizona State University in 1987 with a Corporate Finance degree. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4900 North Scottsdale Road Suite 4000 Scottsdale, AZ 85251

CA Insurance LIC# 0B98255

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GoldBook Financial

Main Office

4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251

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CRN202103-244725