National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Daniel R. Martin

D.R. Martin and Associates

1 University Plaza Drive
Suite 412

Hackensack, NJ 07601

201-479-0759

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

Firm Start Year

2002

No.of Employees

2-4

CRD#

4594651

Firm CRD#

39543

States Licensed in

NJ, NY, PA, SC

Years of Experience in Financial Services

20

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Portfolio Management, Estate Planning & Trusts

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Insurance, Annuities, Stocks, Separately Managed Accounts, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Via Phone, Our Office, Video Conference, Your Home, Your Office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Annuity, Life, Health

Non-Financial Organization Memberships

Mensa International

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250000

Education

Bachelor of Science -

William Paterson University
-

Associate of Applied Science -

DeVry University
-