There is a tremendous advantage to having one contact for ALL of your wealth management needs—an expert who is personally in touch with every detail of your family’s financial affairs. Martella Group, has the skills, strategies and support of our in-house accountants, lawyers and estate specialists to serve the increasingly multifaceted demands of our clients.
“I’ve been working with Michael Martella for the past few weeks with Assante Wealth Management. He has shown great knowledge of the markets and his recommendations have proven to be quite successful. He is very easy to reach and always takes the time required to discuss strategies and answer any questions. As a broker, Michael’s knowledge and far-sighted vision are incredible assets during these uncertain times.”
“Michael has been played a key role in helping both my family and medical practice feel at ease with our financial and insurance decision making. I can always reach him when I have a question or concern, and he will consistently go out of his way to both educate and assist us in all the key steps.”
“I am a new client for Michael but by no means a novice investor. I have had my share of financial advisors and Mike is by far the best I have had so far. His customer service, efficiency and availability are incredible. He has vast knowledge and great recommendations regarding all types of investments. He keeps up to date with all the latest market trends and economy. He is also very knowledgeable about the special circumstances that health professionals face with regards to incorporations, family trusts, finance, investment and retirement. I highly recommend him to all my friends and colleagues.”
“For the last 5 years, Michael Martella has been my advisor and has always been incredibly attuned to my financial and fiscal needs and keeps surpassing my expectations. He is always available to answer my questions and takes the time to explain the pertinent points, making sure I understand completely. Michael updates me regularly, particularly in times of market fluctuations, where he keeps me appraised of my portfolio and makes pertinent and astute suggestions to make sure my investments match my comfort level. He is dedicated to his clients, working tirelessly to their benefit and is always on the lookout for great investment opportunities. It is without hesitation that I recommend Michael Martella as a very knowledgeable, dedicated and professional financial advisor.”
“Michael Martella is truly a dedicated and knowledgeable financial advisor. He has a genuine interest in achieving the best for his clients. I highly recommend him to anyone that wants to achieve better financial outcomes.”
“I’ve been with Michael Martella since 2018 and it has been the most financially-sound move I made as a private GP. Michael listens to your current financial situation, but he also tries to understand your past in order to plan for your short, medium and long-term financial needs. Michael is calm and composed but aggressive with the market when he has to be. He works tirelessly and makes sure that you are always heard. I cannot recommend him and his team enough. I’m lucky to have met him early enough in my career.”
“I was introduced to Michael Martella with Assante Wealth Management by one of my Doctor Colleagues around 4 months ago. I’ve been working with a few financial advisors for the last 23 years. They are often difficult to reach and do not like to listen to anyone’s advice.
I decided to work with Michael Martella in the last few weeks. He has shown great knowledge of the markets and his recommendations have proven to be quite successful. He really takes the time to listen and always takes the time required to discuss strategies and answer any questions. Michael Martella has the knowledge and vision that I was looking to find in a financial advisor. I have already recommended him to my family, friends and colleagues because I truly believe he is an outstanding advisor.”
“We first met michael martella in the context of life insurance. He met with us on several occasions. We never felt rushed. He took the time to get to know us and his advice was really personalized to us. He was very adept at simplifying complicated terms while providing both big picture and nitty gritty perspectives. Following this we decided to switch from our previous financial advisers to him. Since then we have continued to benefit from professional advice and service with a very personal touch. Mike is even willing to brave the hazards of mile end parking to come meet us at our home! We highly recommend him.”
“Michael has helped give me peace of mind regarding my financial wellbeing. he pays attention to details and has created and implemented a detailed plan with my best interest in mind. He understands and respects my busy schedule and personal life, he always accommodates.”
“It’s very clear that michael martella understands my financial needs as a doctor and businesswoman. His teams focus on planning, tax minimization and building while protecting my wealth. He is very knowledgeable and speaks with passion.”