David I. Martinez
Financial Services

CONNECT

Address:

6414 McPherson Road, Suite 7
Laredo, TX 78041

Phone:

(956) 722-0945

Fax/Other:

(956) 723-3340

Our Beliefs

At Insurance Planning Services, Inc., our clients are the heart of our business.  Our staff is committed in providing the personal service and attention every client expects and deserves. 

These are our personal beliefs:

     We believe that our clients are not dependent on us-- we are dependent on them.

     We believe that our clients are not outsiders to our business—they are the most important part of it.      

     We believe that our clients are not an interruption to our work-- they are the purpose of it and we value the opportunity to serve them and to address their concerns. 

These beliefs are the solid foundation of our success.  If you share our beliefs and you value personal service, we are what you have been looking for in establishing a long term relationship with our trusted advisors.

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Check the background of this financial professional on FINRA's BrokerCheck