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Martin Tax & Financial Services Employee Directory

Investment ManagementMissouri, United States11-50 Employees

Martin Tax & Financial Services operates in the investment management sector, focusing on retirees and pre-retirees who want help addressing tax and financial concerns. The firm offers objective guidance on money and investments and provides personal management of client assets over time. Based in Lees Summit, Missouri, it functions as a small to mid-sized regional practice.

Securities and investment advisory services are offered through Osaic Wealth, Inc., a FINRA/SIPC member. Osaic Wealth is independently owned, and other entities or marketing names referenced are independent of Osaic Wealth. This arrangement places Martin Tax & Financial Services within the broader asset-management ecosystem, serving clients who seek a one-stop source for retirement-related financial matters.

Find Martin Tax & Financial Services employees' phone numbers or email addresses

Martin Tax & Financial Services Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Martin Tax & Financial Services's Leadership

  • Stylized image of a person
    S. A.
    Owner
    Phone icon
  • Stylized image of a person
    A. C.
    Unknown
    Phone icon
  • Stylized image of a person
    B. W.
    Tax Associate
    Phone icon
  • Stylized image of a person
    J. M.
    Tax Professional
    Phone icon

Martin Tax & Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Support
  • Accounting
  • Administrative
  • Other

Contact profiles from Martin Tax & Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. A.
    Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    A. C.
    Unknown
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. W.
    Tax Associate
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. M.
    Tax Professional
    Phone icon
    Apr 26, 2025

Frequently Asked Questions

What is Martin Tax & Financial Services known for?

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Martin Tax & Financial Services was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Martin Tax & Financial Services's company overview page for more information.

What is Martin Tax & Financial Services's most common email format?

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Martin Tax & Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Martin Tax & Financial Services email formats with LeadIQ.

How many employees does Martin Tax & Financial Services have currently?

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Martin Tax & Financial Services has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Martin Tax & Financial Services's key employees and leadership?

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As of July 2026, Martin Tax & Financial Services's key employees include:

  • Owner: S. A.
  • Unknown: A. C.
  • Tax Associate: B. W.
  • Tax Professional: J. M.

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