James Martin CPA PC is a wealth management firm based in Mooresville, IN, offering a range of services including retirement planning, investments, taxes, social security, estate planning, and insurance. Their team of financial professionals, including CFP professionals and CPAs, work together to provide personalized and modern wealth management services centered around their clients' financial wellbeing.
With a focus on helping clients gain confidence, freedom, and time, James Martin CPA PC offers educational resources such as articles, videos, and podcasts through their education center, as well as a financial planning tool for clients to utilize. Committed to providing exceptional service, they strive to help individuals and families achieve their financial goals and enjoy a secure and prosperous future.
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