Featured Business Financial Advisor in Hackensack, NJ
Hackensack Financial Advisors
D.R. Martin And Associates
1 University Plaza Drive, Suite 412
Hackensack, NJ 07601
Phone Number
Advisor Profile
Daniel R. Martin, CFP
Name:  Daniel R. Martin, CFP
Website:  Visit Website

About D.R. Martin And Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially.

Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice.

We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow.

With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".
 

General Information

CRD#:    4594651
Firm CRD#:    39543
States Licensed in:    NJ, NY, PA, SC
States Willing to do Business in:   
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Insurance, Stocks, Separately Managed Accounts, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At my office, At your home, Video Conference, Via phone, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Life, Long Term Care, Variable Annuity, Health, Annuity
Non-Financial Organization Memberships:    Mensa International
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Daniel R. Martin, CFP
 
 
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