Martell Financial & Insurance Services

Information may not be reliable

Martell Financial & Insurance Services

Martell Financial & Insurance Services

Where are you getting your financial advice? Newspapers? Magazines?
Web sites? Cable TV?
While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.
I have been active in the FinancialServices Industry since 1982. I am a member of the National Association of Insurance and Financial Advisors, a Life Member of the Million Dollar Round Table.
Today's investment climate offers unprecedented opportunities. At Martell Financial & Insurance Services, our mission is to help clients take advantage of those opportunities by providing them with three key tool's:

A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Martell Financial & Insurance Services please contact us today.

Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.
Thank you for your interest.

Ernest L. Martellis an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA., AZ., CO., NV.,OR., OK.,VA., AND WA. No insurance business may be conducted outside these states referenced.

Ernest L. Martell is licensed to offer mutual funds and other variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.
New Year: Check and (Re)balance
Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.
Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.
When Tea Leaves Won't Do
Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.
More Newsletters →

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).

Interactive Data Corporation. (NYSE:IDC)

Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.