“First of all, Kurt and Paul are outstanding and welcoming individuals. If you're looking for an advisor that is easy to talk to and actually listens to you instead of talking with a lot of financial jargon, give them a call. Second, there are a lot of investment opportunities, such Private Equity, Private Real Estate, and other "Alternatives" that are essential for various reasons, but unfortunately a lot of advisors don't offer nor even understand. If you want to work with an excellent Financial Advisor, an outstanding person, and the idea of possibly investing in private markets is of interest to you, give Kurt and Paul a call.”
“Mike Martin has prepared my tax returns for over 40 years. His tax prep work is highly regarded. Communication is always prompt. My experience was so good, both of my adult children and husband all get their tax returns completed by Mr. Martin. He is thorough and fast turnaround. His staff is polite and helpful. Absolutely recommend Mike Martin and Associates.”