Rock Martin Private Wealth Management - Peoria, Arizona

Rock Martin Private Wealth Management is a financial planning and investment service company located at Address: 8506 W Deer Valley Rd #100, Peoria, AZ 85382, United States. The company can be reached at Phone: 6232259856 and their website is rockmartinwealth.com.

This company specializes in financial planning and investment services and offers a variety of features to make their services accessible to all. They have wheelchair-accessible parking, entrance, seating, and toilet facilities, making it easy for people with mobility challenges to visit their location. They also offer online appointments, which is convenient for those with busy schedules or who prefer to conduct business remotely.

Rock Martin Private Wealth Management has an excellent reputation, with an average opinion of 5/5 based on 19 reviews on Google My Business. This is a testament to the high-quality services they provide and the level of customer satisfaction they consistently achieve.

When visiting Rock Martin Private Wealth Management, it is recommended to make an appointment in advance, although appointments are not strictly required. This will ensure that you receive the personalized attention you deserve and that your needs are met in a timely and efficient manner.

Reviews of Rock Martin Private Wealth Management

Adam Schrock

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!

Digger Ben

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.

Matt C

5/5

Marty has been working with me since 2010! Throughout the years, Marty has consistently been a trusted advisor and friend. Life has a way of throwing curveballs from time to time, and Marty has been a valued resource to help me navigate many of the challenges that I’ve experienced: job changes, cross-country moves, and significant unplanned medical expenses to name just a few. I’m so grateful for his guidance!

Damon Hopkins

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.

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!

Keith Kolimaga

5/5

I've been with Marty since 2008 and he has been great! He's very knowledgeable and quickly responds to any questions or requests that I have. He keeps level-headed and calm during bad times (Great Recession) and helped me do the same and he's done the same when the economy is great. He's the greatest asset to my assets.

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.

David B

5/5

I have been working with Marty and Rock Martin Wealth since 2004. His knowledge of current market conditions and experience through past bear and bull markets enables him to provide sound advice and options to be successful in all market conditions. I highly recommend Marty and the Rock Martin Wealth team for all your financial planning needs.