D.R. Martin and Associates: Daniel R. Martin, CFP 4 Franklin Avenue, Ridgewood, NJ 07450
About the Business
D.R. Martin and Associates, led by Daniel R. Martin, CFP, is a reputable finance institution located at 4 Franklin Avenue in Ridgewood, New Jersey. With a focus on providing expert financial planning and advisory services, the team at D.R. Martin and Associates is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, D.R. Martin and Associates is committed to providing personalized and professional guidance every step of the way. Contact them today to schedule a consultation and take control of your financial future.
Photos
Location & Phone number
4 Franklin Ave Suite 3A, Ridgewood, NJ 07450, United States
Hours open
Monday:
08:30 - 19:00
Tuesday:
08:30 - 19:00
Wednesday:
08:30 - 19:00
Thursday:
08:30 - 19:00
Friday:
08:30 - 19:00
Saturday:
08:30 - 13:00
Sunday:
Closed
Reviews
"I first met dan through my mother and father after their passing. He was their CFP for many years and made them very successful financially . We decided to invest with his company and are very happy with his professionalism and knowledge of the markets. I would highly recommend his services to any of my relatives and friends. To me he is more then just my CFP, I would consider him a good friend as well. He has never let us down, and keeps us well informed on our future financial endeavors'. stephen s cape coral fl."
"Daniel has been our FP for over 20 years now and we have never doubted his recommendatios / advice as far as both of our portfolios. He has always been available whenever we have concerns especially with regards to retirement planning and keeping our financial “draw” reasonable yet within the long term plan! Always keeps us in the loop as far as current domestic or world situations which may or may not affect our investments. We would not trust anyone else!"
"Dan Martin and his team are excellent professionals in the world of Financial Planning. Dan’s knowledge base and extensive experience create the foundation that gives me the confidence to follow Dan’s advice with the management of my retirement accounts. Each quarter, Dan takes the time to explain the various markets and trends that affect our goals. He is open to questions and discussion at any time and fully explains the various options that may be available. I have learned quite a bit in the last two years. Dan’s office is exceptionally well organized and thorough. There is not a detail that goes unnoticed. I am very thankful to have connected with D.R. Martin and Associates and look forward to many more years of working together knowing that I am confidently working with true professionals."
"We have the pleasure of Dan Martin’s excellent Financial planning, for our retirement accounts and for our sons Trust for over 15 years. We’ve trusted his knowledge and Fiduciary integrity to preserve our base and grow the accounts. Dan’s retirement objective is live off dividends while keeping your base intact. All Investment/brokerage/banks have lists of investments they require their financial planners to purchase for your portfolios, for their benefit. Dan left those firms and formed his own so he could invest for our greatest return. He’s a Certified Financial Planner, an accredited investment Fiduciary, who has to make every investment for your financial benefit, not his. Dan has extensive knowledge of investments which shows in our portfolios. They continue to do well. I found it worrisome investing, knowing that’s it’s difficult if not impossible to get the best return for our retirement and our sons Trust. I was thrilled to find Dan, so I didn’t have to gamble with investing anymore. We’re very comfortable with him. He’s very knowledgeable in many areas and we’ve spent many hours talking with him. He’s a friend. Thank you for all that you do, Dan!"
"From my very first meeting with Dan, I knew he was the perfect fit for my needs. Financial planning was sort of a foreign language to me. Dan always takes the time to explain a path forward. He has managed my retirement plan for about ten years and I am very pleased with the results. The staff working with Dan are very supportive and pleasant. Customer happiness abounds when working with D.R. Martin & Associates!"
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