J Martin LeFiles, Jr., ChFC - Financial Advisor
J. Martin LeFiles Jr., ChFC
4849 Oak Arbor Dr.
Valdosta, GA 31602
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- Personal Financial Planning
- Investment Advisory Services
- Portfolio Management Services
- Financial Advisor
- Small Business Consulting
Fundraisers We Support
- Easterseals Sweet Charity
- Easterseals Megan's House
Hours of OperationBy appointment
J. Martin LeFiles Jr., ChFC, is an independent, fee-only financial advisor offering a complete range of financial planning and investment advisory services to his clients. In accordance with his fiduciary responsibility as an investment advisor, his goal is to provide unbiased financial advice and services to assist clients in meeting their lifetime financial goals.
LeFiles is registered in Georgia as an Investment Advisor Representative, and is a Chartered Financial Consultant, a designation awarded by the American College in Bryn Mawr, PA, one of the nation’s oldest and most recognized financial sciences educational institutions, to financial advisors who have completed a rigorous program of study and testing in the key disciplines of comprehensive financial planning, including retirement planning, investments, insurance, income taxation, and estate planning. In addition to the ChFC credential, LeFiles also holds a BBA in Accounting and an MBA in Finance from Valdosta State University, and is a former small business consultant with the Small Business Development Center at Valdosta State University.
All investment advisory services are offered through Interactive Financial Advisors, a national Registered Investment Advisor firm registered with the Securities and Exchange Commission. IFA offers an extensive array of investment services, including investment models built with low cost Exchange Traded Funds, as well as custom built portfolios tailored to a client’s particular needs. IFA also offers its advisors access to specialized financial planning tools, designed to help clients identify their personal financial goals and develop their personal “roadmap” to meet those goals, such as college funding or retirement.
This unique combination of professional education and experience, along with unlimited access to the resources, tools, and expertise of Interactive Financial Advisors, enables LeFiles to provide the broad range of financial planning and investment management services needed to meet the financial challenges clients face today.
If you would like to learn more, call 229-251-5071 to schedule a free, no obligation meeting. Additional information may also be found at our website at www.someonewhocares.com.
Advisory services offered through Interactive Financial Advisors, Registered Investment Advisor. J. Martin LeFiles Jr., ChFC, and IFA are independently owned and operated.