Profile
ERIC P MARTIN
ListedPleasanton tax planning and financial planning professional
About
About
Eric P. Martin is associated with Martin, Wardin & Eissner Financial Group in Pleasanton, CA. The firm presents its work as financial guidance built around each client’s needs and goals, with attention to investment knowledge and the tax code.
The available materials describe a comprehensive planning approach that may include marriage, retirement, estate planning, tax breaks, and liabilities.
Eric P. Martin is associated with Martin, Wardin & Eissner Financial Group in Pleasanton, CA. The firm presents its work as financial guidance built around each client’s needs and goals, with attention to investment knowledge and the tax code.
The available materials describe a comprehensive planning approach that may include marriage, retirement, estate planning, tax breaks, and liabilities. Eric Martin is publicly listed by the firm as CFP® and EA, and the firm states that tax preparation is offered for an additional fee as part of its financial planning service.
Relevant areas noted in the source materials include tax planning, tax preparation, retirement, investment, estate, insurance, tax, money, and lifestyle resources.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | Standard | ||
| Tax services | Standard | ||
Tax focus
Tax focus
Service areas
Service areas
Pleasanton, CA
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