TESTIMONIALS

"Working with Manny is great.  He's put me on the right path towards financial freedom by showing me the impact of the decisions I make about my money.  His coaching approach is empathetic and educational.  I'm glad I hired him."

Yesenia M.

"Manny is a fantastic leader who ensures alignment, drives personal accountability, evals results, and never a legacy of greatness."

Angel R.

"Personalized, professional service. Great solutions."

Ahpaly C.

“I own a business and when it came to choosing my team of support professionals, I chose Manny Martinez for my financial management needs. His expert advice is comprehensive and ranges from business strategies to investments to retirement planning. Manny’s educated and thoughtful solutions are customized so I can achieve the goals that are important to me.”

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Kelly Walther, Grant Services of Oregon, Inc.

Kelly W.

"Manny is extremely knowledgeable in his field, responsive, kind, caring, and truly concerned for clients. He is great value for money spent!"

Robin M.

"Manny has a wealth (seriously, a WEALTH) of experience and expertise, is immensely personal, professional, and a trusted person to talk to."

Andre L.

"Manny is an integrous person and business partner. He is always prompt to follow up with and communicate about referrals, and clients always love him. Even more important probably is I know they are getting 5-star advice at a 5-star financial planning company. "

Nick K.

"Manny is a professional and a hard working person "

Olivia F.