The Martz Group of Truist Investment Services, Inc. The Martz Group of Truist Investment Services, Inc.

The Martz Group of Truist Investment Services, Inc.

5280 Corporate Dr

2nd Floor,

Frederick, MD 21703

Who we are

The Martz Group of Truist Investment Services, Inc. is a dedicated team of financial professionals committed to helping you address your financial goals. With decades of combined experience in wealth management, retirement planning, and investment strategies, we offer personalized solutions tailored to each client’s unique needs.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

At Truist, we believe in a personalized step-by-step approach to financial planning. Our process is designed to understand your unique situation, create tailored strategies, and provide ongoing support to help you achieve your financial goals.
    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
    Fax {4}

    {0} {1}