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Martel Wealth Advisors

EST. AUM
$1,459,415,057

CONTACTS
3

CLIENT ACCOUNTS
2,787

Firm Details

Metro area Seattle
CRD Number 296896
Website martelwealthadvisors.com
Client types

Overview

Their goal is to build a long-term trusted relationship with clients by providing ongoing financial advice to help their family or business make better investment decisions. They work closely with clients to gain a full understanding of their overall financial situation. It is this close relationship that sets them apart from the large investment, insurance, and banking organizations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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