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

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

Services

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $250000
 
 
 
 
 
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