Savannah, GA Office

Team
Updated today

Client AUM

$8,108,106,397

Clients

14,624

Advisors

2

Of 291 advisors across 114 offices

Location

315 Commercial Drive, Suite A 4

Savannah GA 31406

Advisors at this office

2

Advisors at this office

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Anthony M

CFP®, Series 66

Savannah, GA

ValMark Advisers, Inc.

Anthony Martin is a CFP® with 25 years of industry experience, currently affiliated with M3 Advisors, LLC in Savannah, GA. He has been associated with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2008. M3 Advisors, LLC provides financial planning and consulting services to individuals, corporations, trusts, estates, and charitable foundations. The firm offers planning engagements on a flat-fee or hourly basis and facilitates access to discretionary asset management and brokerage products through affiliated third-party advisers.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Todd M

ChFC®, Series 63

Savannah, GA

ValMark Advisers, Inc.

Todd Martin is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 license and has 21 years of industry experience. He has been with ValMark Advisers since 2014 and also operates Martin Financial Group, LLC. Outside of investment advisory, he is involved in commercial insurance as a property and casualty agent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, along with specialized services such as annuity solutions and ETF-focused portfolios.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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