Martin Tax & Financial Services

Martin Tax & Financial Services Martin Tax & Financial Services provides tax, investment and financial services under one roof. member FINRA/SIPC.

Martin Tax & Financial Services offers professional tax, wealth management and financial planning services under one roof. Our tax professionals are here to assist with a variety of issues relating to taxation, as well as offering tax preparation services, all year long. Our financial advisors offer objective advice and personal, professional management of your assets while also helping you naviga

te the tax issues that arise in connection with investing. Included among the many financial services available at Martin Tax & Financial Services are: assistance with retirement planning and planning for other financial goals, estate planning, college planning, planning for life insurance and long term care needs, tax planning, tax preparation, and resolution of tax related issues. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

You can help ensure that losing your wallet doesn't turn into something bigger.
06/24/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
06/22/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
06/21/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
06/17/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

10 tips that can head-off marriage money problems.
06/15/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
06/14/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
06/10/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
06/08/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/07/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Address

3640 NE Ralph Powell Road
Lees Summit, MO
64064

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18162242560

Website

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