based on 17 reviews
Martin uses a thoroughly comprehensive approach to wealth-building for me as his client. He is intentional with making sure that each step is completed when establishing the foundation for accelerated growth. I am benefiting greatly from his methodical approach to my financial education. Based on my current trajectory, I anticipate great return!
This is only the beginning...I highly recommend M Wealth Group to anyone ready to get serious about their financial education, financial organization, and financial infrastructure. They do many things in the financial realm and at a very high level. Chronologically, here's what took place. In October 2023, I was talking to a friend of mine whom I trust, and respect, and who is quite well off. ... More
This is only the beginning...I highly recommend M Wealth Group to anyone ready to get serious about their financial education, financial organization, and financial infrastructure. They do many things in the financial realm and at a very high level. Chronologically, here's what took place. In October 2023, I was talking to a friend of mine whom I trust, and respect, and who is quite well off. I was telling him about some financial concerns I had considering I'm 43 and would not like to work the rest of my life. He told me about a friend of his who specialized in all things financial. Sometime in November, I reached out and had a conversation with Martin. You know how it can be during the holidays. You're busy trying to do your part in boosting the national economy instead of dealing with your "personal economy". I was not ready to make any moves at that time. In December, heard from Chelsea, another partner at the M Wealth Group. No pressure, just reaching out and seeing how I was doing. I STILL wasn't ready to make moves. January of 2024 I decided to get serious and reach out. In the short amount of time of working with M Wealth, I've: -Paid off several credit cards -Organized my finances -I learned what my cashflow is (cashflow is the amount of money you have left over after all bills/expenses are paid) -I have started the steps to securing my financial legacy with trusts and wills for my assets -I've learned about insurance and how to use it as a vehicle for financial growth, and so much more! I feel so much more confident and responsible after having worked with M Wealth Group. We still have much to do. But the mountain one must climb is not so intimidating when you have capable guides to show you the way! Thank you, Martin, Chelsea, and the team! Less
I call them The Wealth Power Couple! They helped me get the insurance I needed that will use to invest in real estate!
Martin and Chelsea are wonderful to work with! We have been with them for about 8 years now. They make you feel like YOU are their ONLY client...they give very warm and yet professional guidance in all things Finance !
Always appreciative of the advice and direction I receive from the M Wealth Group!
Keep up the amazing work and wealth growth!
Martin and Chelsea has gotten me off to a great start. I look forward to building a solid financial house with them.
Must I say Martin & Chelsea Matthews went above and beyond when it came to setting up my life insurance policy. They are very helpful and insightful when it comes to seeing what fits best for you in your current financial situation. As well they sent me a gift basket along with a financial book which was very thoughtful. If you have any questions or concerns they are quick to figuring out the sol... More
Must I say Martin & Chelsea Matthews went above and beyond when it came to setting up my life insurance policy. They are very helpful and insightful when it comes to seeing what fits best for you in your current financial situation. As well they sent me a gift basket along with a financial book which was very thoughtful. If you have any questions or concerns they are quick to figuring out the solution to any problem or issue! Thank you so much for going above and beyond with how you conduct your business. Less
I was very well taken care of from start to finish. I explained what I needed and these two got me exactly that. Months later I received a gift basket and a financial book. This made me feel like they really cared and I wasn’t just another client (paycheck) to them. I have given their contact information to everyone that has ask about Life Insurance.
Very informational and helpful
This insurance company is outstanding. They make sure everything is lined up just right for whenever that time comes. I’m super happy with this company and all they have helped me and my family with.
After not being being able to qualify for life insurance from two other insurance companies, Chelsea and Martin have helped me get the life insurance package I wanted! I am extremely grateful! Chelsea and Martin are wonderful because they follow up with me almost every month to check in on how I am doing and they even sent me a financial book that they've written ("Let's Fight About Money"). If I... More
After not being being able to qualify for life insurance from two other insurance companies, Chelsea and Martin have helped me get the life insurance package I wanted! I am extremely grateful! Chelsea and Martin are wonderful because they follow up with me almost every month to check in on how I am doing and they even sent me a financial book that they've written ("Let's Fight About Money"). If I have any questions or concerns, they are always happy to help. I also admire Chelsea's joyful and kind attitude. I am 100% satisfied with my experience and 10/10 would recommend Chelsea and Martin to people seeking life insurance products. Thank you so much! :) Less
Martin and Chelsea are easy to work with. They make sure you understand the different types of life insurance policies and help you choose the right one that works best for you.
The Mathews are our the only ones we trust when it comes to our finances! Beyond their knowledge, their personal financial decisions made the difference for us. We only do business with people who personally do what they teach us to do. The Matthews exemplify people who have what we want (Financially Security)!
These guys are great! They are very knowledgeable about financial management, and helped my fiancé and I plan out the best route to build our wealth! Chelsea and Martin are super nice and a joy to work with. After talking with them I really feel like I have a complete knowledge and control over my finances, and can build for the future!
Martin and Chelsea are incredible! They have taught me so much about how to grow my money while keeping it safe and working. Using their services and strategies I am well on the way to building my own bank and using the money I’m growing to buy income producing assets like real estate. I would never have learned these strategies had it not been for them and I’m so thankful to be working with them... More
Martin and Chelsea are incredible! They have taught me so much about how to grow my money while keeping it safe and working. Using their services and strategies I am well on the way to building my own bank and using the money I’m growing to buy income producing assets like real estate. I would never have learned these strategies had it not been for them and I’m so thankful to be working with them! Martin and Chelsea take complicated money concepts and put them into terms that anyone could understand. Before them I couldn’t comprehend finance at all. Now I can see how I should use my money to keep my cash flow growing and living the life style I want rather than what I have to have. These guys really care about their clients. They are honest and educate you rather than telling you what you have to do. They always make sure you get the best and offer benefits no one in the financial industry offer. You can tell they want to help people! Because of them I’m ready to grow my money and get out of the middle class! Less